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George Kiraly Jr., CFP®, MBA

Personalized Guidance For All The Financial Decisions That Impact Your Life

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LodeStar Advisory Group, LLC George Kiraly Jr., CFP®, MBA
Naples, FL

Serving Clients Nationwide

Personalized Guidance For All The Financial Decisions That Impact Your Life

239-325-5110

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

I am a Certified Financial Planner® and member of the National Association of Personal Financial Advisors (NAPFA). As a "fee-only" fiduciary, financial planner, I offer independent, objective and unbiased advice. I do not sell products.

I have also been trained in providing Behavioral Financial Advice and hold the Behavioral Financial Advisor designation.

Besides selecting and managing investments, I have analyzed portfolios and manager performance; helped clients through job changes and salary negotiations; evaluated the pluses and minuses of insurance companies and their policies, and suggested alternatives; built solid retirement plans for clients; offered advice on assets held elsewhere, on whose advice I earned no fees; advised on real estate acquisitions and business plans; helped clients make wise social security benefit decisions; advised clients to prioritize their own businesses or pay down debt rather than invest with me and helped clients through family financial crises, even advising on tax and estate planning issues.

Whether I am working with business owners, families or individuals, all of my clients have one thing in common: the desire to pursue their goals and dreams and have an experienced professional help them to make smart financial decisions. I offer wise counsel as your personal financial advocate and confidant.

➕ On a Personal Note:

In my spare time, I engage in the odyssey that is fly-fishing, for trout. My father introduced me to the sport as a child and I still goes out each Spring with a fascination for what is a difficult, complex and demanding endeavor. I'm also an avid golfer and exercise enthusiast. I have run in many 5K and 10K charitable races, even competing in and completing, a triathlon event.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108

Additional Locations

📍 7047 E. Greenway Parkway, Suite 250, Scottsdale, Arizona 85254

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and let's see if we're a good fit for each other. A "Fit Meeting" gives us a chance to get acquainted and a chance for you to ask questions of us.

Offers Investment Management

Yes

About our Firm

LodeStar Advisory Group, LLC.® is a Wealth Management firm committed to helping individuals and business owners achieve their long-term financial goals using a comprehensive, planning-based approach.

✅ We serve as fiduciaries and always put your best interest first. Our "open platform" allows access to the entire universe of investment solutions, objectively, with no biases whatsoever.

✅ Providing "Fee-Only" advisory services is our only business. When you choose LodeStar Advisory Group, LLC.®, you understand the importance of the independence that "Fee-Only" planning provides.

💬 "We don't sell anything. We receive no commissions as a result of the implementation of our planning and/or investment recommendations. Other companies always seem to have a product they're peddling, which almost always, is not in an investor's best interests." - George Kiraly Jr., CFP®

What Makes Us Different:

✅ We do more than just create financial plans or invest your assets, we help you make better financial decisions.

✅ When you have questions related to insurance needs, saving, buying a home, investing, retirement, or any other financial questions, you can call us. We'll serve as your sounding board to help you make smart financial decisions.

That's what makes LodeStar® different. It's like having your own personal financial helpline.

We want to be there for you every step of the way to help you navigate the often complex life changes that will affect your financial future.

Experience The Difference

When you work with LodeStar®, you will experience the difference it makes in having a knowledgeable Advisor who is truly your financial partner. At LodeStar®, we are here to explore your dreams, discover your values and enhance/preserve your wealth through risk-controlled investment management.

Education

Fairleigh Dickinson University, MBA, Finance

Hobbies and Interests

  • Fishing
  • Golf
  • Running

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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