Todd M. George, RFC, CLTC
President, Financial Advisor
Todd is a Financial Advisor and is President at Decisive Wealth Management. He is a native Rhode Islander and continues to live in the Ocean State with his wife, Kim, and daughter, Madeleine. With more than 29 years of experience in the financial services industry, Todd started his career with John Hancock as a Life Insurance Agent. Taking his expertise in life insurance, Todd then expanded his career into investments as a Securities Broker for Quick & Reilly in Providence and later as a Senior Financial Consultant for Bank RI Investment Services. In 2009, Todd left the bank program to realize the dream of owning his own practice. He founded Todd M. George Investment & Retirement Services. Through organic growth, client referrals and additional acquisitions in 2016 and 2020, Todd has expanded his business as well as his Team. Most recently, he changed the name of his practice - now known as Decisive Wealth Management.
Todd is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser. His extensive and diverse experience, along with his professional designations and registrations, make him highly qualified to help his clients fulfill their own financial dreams. His passion lies in learning about his clients and working with them to build a customized financial plan that encourages a commitment to long-term saving and investing. Todd's goal is to work honestly and objectively to implement each plan through advanced and modern financial tools and products.
Registrations, certifications, licenses, and recognitions:
- Registered Financial Consultant (RFC)
- Certified in Long-Term Care (CLTC)
- FINRA Series 7 (General Securities Representative)*
- FINRA Series 63 (Uniform Securities Agent)*
- FINRA Series 65 (Uniform Investment Adviser)*
- Life and health insurance agent
- Eagle Scout (Boy Scouts of America)
- 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 & 2022 Five Star Wealth Manager Award, created by Five Star Professional**
Education:
- Roger Williams University, Bristol, Rhode Island
Bachelor of Science, Accounting, 1993
Todd M. George is proud to have been recognized as a Leaders Level advisor for 2022—a distinction based on annual production that places him among the top 6 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
*Through Commonwealth Financial Network®, Member FINRA/SIPC
** 2012- 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in November 2023 based on data gathered within 12 months preceding the issue date. 648 Rhode Island-area advisors were considered, 130 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Kim R. George, CFP®
Vice President, Financial Advisor
Kim is a Financial Advisor and is Vice President at Decisive Wealth Management. She is originally from Fall River, Massachusetts, and currently lives in Rhode Island with her husband, Todd, and their daughter, Madeleine. With more than 23 years of experience in the financial services industry, Kim started her career with Quick & Reilly as an operations specialist. She quickly advanced and became FINRA Series 7 registered in 2000 and was promoted to the position of financial consultant. Kim worked as a Financial Consultant at Quick & Reilly until 2003 and then moved on to manage a multimillion-dollar book of business for Citizens Investment Services in one of the state's largest territories. In 2007, Kim became a CERTIFIED FINANCIAL PLANNER™ practitioner, setting herself apart from the competition. In 2009, she partnered with her husband, Todd, to build and grow their practice as Investment Advisor Representatives*.
Registrations, certifications, licenses, and recognitions:
- CERTIFIED FINANCIAL PLANNER™ certification
- FINRA Series 7 (General Securities Representative)*
- FINRA Series 24 (Securities Principal)*
- FINRA Series 66 (Uniform Investment Adviser)*
- Life and health insurance agent
- 2016, 2017, 2018, 2019, 2020, 2021 & 2022 Five Star Wealth Manager Award**, created by Five Star Professional.
Education:
- University of Massachusetts, Dartmouth, Massachusetts
Bachelor of Science, Economics, Cum Laude, 1996 - Bryant University, Smithfield, Rhode Island
Financial Planning Certificate Program, 2007
*Through Commonwealth Financial Network®, Member FINRA/SIPC
** 2016- 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in November 2023 based on data gathered within 12 months preceding the issue date. 648 Rhode Island-area advisors were considered, 130 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Todd J. Wokoske, MSF
Financial Advisor
Todd is a financial advisor at Decisive Wealth Management. He lived in Massachusetts until 2014, when he moved to Rhode Island with his wife, Jennifer and their two children, Sara and Connor. Todd has over 20 years of experience in financial services with a background in operational services, internal audit and business analysis. In 2006, Todd joined The Bullfinch Group as a Financial Advisor working with businesses and individuals, specializing in insurance and investments.
Registrations, certifications, licenses, and recognitions:
- FINRA Series 7 (General Securities Representative)*
- FINRA Series 63 (Uniform Securities Agent)*
- FINRA Series 65 (Uniform Investment Adviser)*
- Life and health insurance agent
- 2015, 2016, 2017, 2018, 2019, 2020, 2021 & 2022 Five Star Wealth Manager Award**, created by Five Star Professional
Education:
- Bentley University, Waltham, Massachusetts
Bachelor of Science, Finance, 1996 - Suffolk University, Boston, Massachusetts
Masters of Science, Finance, 2000
*Through Commonwealth Financial Network®, Member FINRA/SIPC
** 2015- 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in November 2023 based on data gathered within 12 months preceding the issue date. 648 Rhode Island-area advisors were considered, 130 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.