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Featured Business Financial Advisor in Danville, CA
Danville Financial Advisors
Blossom Wealth Management, LLC
PO Box 125
Danville, CA 94526
(925) 833-9999
“Knowledge. Competence. Discipline.”
Advisor Profile
George  Salter II, JD, MBA, CFP
Name:  George Salter II, JD, MBA, CFP
Phone Number:  (925) 833-9999
Website:  Visit Website
Disclosure Link:
www.blossomwm.com
Disclaimer
Do not email orders to buy or sell securities, transfer funds or send time sensitive information. We will not accept such orders or instructions. This email is not an official trade confirmation for transactions executed for your account. You email message is not private in the is is subject to review by the Firm, its office, agents and employees.Check the background of this investment professional on FINRA's Brokercheck.

About Blossom Wealth Management, LLC

George helps families grow, utilize, protect and transfer their assets through comprehensive wealth planning.

Whether their assets are inherited, steadily accrued or the result of a business windfall, George and his team at Blossom empower their clients to make informed decisions during the ensuing growth phase.

Later when it is time to deploy their capital during retirement or philanthropy, accessible and thorough team is there to align the family's financial outlaws with their goals. By taking the time to examine all of the available options, clients are confident that they being effective stewards and maximizing the utility of the family's wealth.

At the end stage when it is time to prepare for passing on the financial stewardship, the Blossom team takes the time to meld the family's financial priorities with their ethics; thereby ensuring that the wisdom of the patriarch and matriarch will live on for future generations. The most successful families understand that their portfolio decisions have a time scale far beyond the first generation.

The team at Blossom Wealth Management has over 70 years of experience guiding successful families through the wealth aggregation, use and transfer process. Our approachable team incorporates state of the art techniques to empower our clients to be fantastic stewards of capital for their families.
 

General Information

States Willing to do Business in:    Alameda,Albany,Berkeley,Castro Valley,Concord,Danville,Dublin,El Cerrito,El Sobrante,Emeryville,Fremont,Hayward,Hercules,Lafayette,Livermore,Martinez,Moraga,Oakland,Orinda,Pleasant Hill,Pleasanton,Redwood City,San Francisco,San Mateo,San Ramon,Sunol,Walnut Creek,All States & Internationally
Name of Broker/Dealer:    KW Securities Inc.
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Insurance License#:    CA OD64714 (George) & CA OF75024 (James)
Number of Years with Current Firm:    10
Name of Custodial Firm:    Charles Schwab & Co Inc.
States Licensed in:    CA
Firm CRD#:    150402
Work Experience:    Founder, CEO at Blossom Wealth Management Director, Clean Tech and West Coast Operations at Capistrano Global Advisory Services Adjunct Instructor, Business Department at Dominican University of California Assistant Coach at Mustang Soccer Council Member at International Business Advisory Council Private Wealth Management at Smith Barney Financial Advisor at Merrill Lynch Financial Advisor/Advisor Coach at Ameriprise Financial Advisors
CRD#:    4512665 (George) & 5143649 (James)
Gender:    Male
Years of Experience in Financial Services:    18
 

Education

Academic Background
 
University of San Diego School of Law Juris Doctor , Law , 1999 - 2002

While at USD, I was President of the Mediation Clinic. We partnered with a local small claims court and attempted to help litigants come to a settlement rather than take their chances in the courtroom. It was a pressure filled experience that was very rewarding.

Highest Grade in Class in International Business Transactions, 2001

Activities and Societies: Pro Bono Dominican University of California MBA , Pacific Basin Studies , 1997 - 1999

Activities and Societies: During the summer of 1998 I was able to work in Ghana for Ashanti Goldfields and then travel through Spain. That "winter" I was was in Brazil. Before law school started I lived in the Rhinegau region of Germany.

Dominican University of California BA , Political Science , 1995 - 1997

Activities and Societies: Played soccer with Domincan through the MBA.

Palomar College AA , Liberal Studies , 1993 - 1995
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Non-Financial Organization Memberships:    George's hobbies include running, mountain biking, and, especially, playing soccer. He and his wife, Nicole Davidson, recently celebrated their 5th wedding anniversary in Belize. They enjoy traveling, international cuisine, and hiking. George is also an Eagle Scout.
Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Casualty, Disability
Securities Licenses:    Series 7, Series 63, Series 65, Series 79
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Firm's Number of Managed Clients:    100+
Firm's Number of Planning Clients:    100+
Advisor's Number of Managed Clients:    100+
Advisor's Number of Planning Clients:    100+
Firm's Number of Clients:    100+
Advisor's Number of Clients:    100+
Assets Managed by Advisor:    100 MM +
Assets Managed by Firm:    $100000000
 

Compliance

I am an acknowledged fiduciary:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee-Based
Minimum Portfolio Size for New Managed Accounts:    250000
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Additional Details on Charges:    Based on Assets
Fee % Based on Assets:    .25% to 1%
Hourly Rate:    250
 
 
 

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