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George Fiederlein
Vice President, Investments CFP® at B. Riley Wealth Advisors, Inc.
About
George Fiederlein is the Vice President, Investments, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) at B. Riley Wealth Management, operating out of Merrick, NY. In this role, he provides comprehensive investment advisory and financial planning services to individuals and families, focusing on tailored portfolio strategies and long-term wealth management. His responsibilities include developing and managing diversified investment portfolios, retirement planning, tax-efficient strategies, and estate planning solutions for high-net-worth clients.
Fiederlein's expertise spans multiple asset classes, including equities, fixed income, and alternative investments, with a strong emphasis on holistic financial planning. Throughout his career, he has worked in advisory and management roles across the wealth management sector, previously serving as a Financial Planning Professional at INVEST Financial Corporation and as a Wealth Management Associate at Harbor Wealth Management before joining B. Riley in 2016.
He holds a Certificate in Financial Planning from Molloy College, a BBA from Pace University's Lubin School of Business, and a degree in Financial Planning and Services from Boston University. Fiederlein is recognized for his client-centric approach and commitment to fiduciary standards, frequently helping clients navigate complex investment landscapes and achieve their long-term financial objectives.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| B. Riley Wealth Management | Vice President, Investments CFP® | Dec 2016 to Present | Professional Financial Advisor for personal wealth management including retirement planning, security investments, risk management (Long Term Care Planning and and Life Insurance), College Planning an... |
| INVEST Financial Corporation | Financial Planning Professional and Registered Representative | Oct 2014 to Dec 2016 | Working within a personal finance group assisting in various aspects of financial planning for comprehensive solutions. Registered Representative with Series 7 and Series 63 registrations. |
| Harbor Wealth Management | Wealth Management Associate | Aug 2014 to Oct 2014 | Client meetings and overall portfolio review process utilizing DFA products |
| Barnes & Noble | Director of Unix Systems and Enterprise Storage | Sep 1990 to Aug 2014 | Responsible for managing the UNIX/LINUX, Enterprise Storage and Data Protection groups at Barnes and Noble. Managed million dollar project budgets for end-end technology implementation. |
| Life with Literacy,Inc | Founder and Chairman of the Board | Oct 2003 to Nov 2008 | Founded Life with Literacy, Inc (LWL), which is an IRS 501c(3) "Not-For-Profit" charity. The corporation was formed to assist others in their quest for learning, while encouraging to sow community s... |
| Astoria Federal Savings | Senior Systems Programmer | Aug 1988 to Sep 1990 | Provided system programming support to all major banking systems |
| The Bank of New York | Lead Systems Programmer | Oct 1986 to Aug 1988 | Responsible for System Programming support to the systems of the Dreyfus and BNY mutual funds area |
| NYC Office of the Comptroller / Department of Finance | Systems Programmer | Jun 1983 to Oct 1986 | — |
Education
Molloy College
Graduate of CFP Financial Planning program
2011 — 2013
Pace University - Lubin School of Business
BBA
1981 — 1985
Boston University
Financial Planning and Services
Skills & Expertise
Others at B. Riley Wealth Advisors, Inc. (29)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments | Chicago, IL , United States | |
C Chad Veitch | Head Equity Trader | Boca Raton, FL , United States |
| Senior Vice President, Investments | Chicago, IL , United States | |
D Demy Jacob | Trading Associate | Edison, NJ , United States |
| Senior Vice President, Investments | Fort Lauderdale, FL , United States | |
E Eve Glatt | Senior Portfolio Manager | New York, NY , United States |
| Senior Vice President - Investments | United States | |
| Vice President, Investments | Westlake Village, CA , United States | |
J Jesse Kohen | Associate | New York, NY , United States |
| Senior Vice President - Investments | Nashville, TN , United States |
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