George Sugden

George Sugden is a seasoned financial planner and the founder of Sugden Wealth Management. He established the firm in 2012 with the goal of providing exceptional, personalized financial guidance.

As one of the few advisors holding Certified Financial Planner (CFP ® ), Certified Investment Management Analyst (CIMA ® ), Certified Private Wealth Advisor (CPWA ® ), and Retirement Management Advisor (RMA ® ) designations, George's expertise spans a wide range of financial disciplines. His career began at Morgan Stanley Smith Barney in Menlo Park, California, where he focused on developing tailored financial strategies for corporate executives and their unique needs.

With his Sugden Wealth Management clients, George combines ethical integrity, market expertise, and clear communication to prioritize client interests above all else.

Before entering finance, George served as a special agent in Washington, D.C., protecting senior government officials and leading advance teams for dignitary visits. This experience instilled in him a meticulous approach to risk assessment and planning that continues to benefit his clients today. George's unique background, combining high-stakes security work with comprehensive financial knowledge, allows him to offer a distinctive perspective in wealth management.