Todd M. George, RFC, CLTC

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 knowledge 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 2023—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.