Profile
Meet George McReynolds, CFP ® CFF ®
-an authority on personal finance with an extraordinary background and a passion for protecting and growing wealth. George’s journey to becoming a renowned financial advisor, speaker, author and life coach is as inspiring as it is unique.
As the Men of the Year issue of Philadelphia Life Magazine once noted, “Few people, if any, have a résumé quite as distinctive as the one cultivated by George McReynolds, CFP ®.” Most people are likely unaware of his rather unconventional backstory.
His earliest memories include living in poverty in a public housing project in South Philadelphia, and having his butt kicked by bullies almost every day. It inspired him to become an action hero and protect the weak and the innocent. Mastering wealth also made his list.
Before embarking on his financial career, George spent a decade saving a dozen lives as a decorated Army MP, Paramedic and serving his community as a SWAT police officer. His dedication to service in the U.S. Army as a Military Police officer, included assignment on the security detail of the Supreme Allied Commander at NATO headquarters in Belgium and he even spent time training as an EMT and working in the emergency room at Landstuhl Army Medical Center in his spare time. His commitment to excellence also earned him numerous police commendations for taking down muggers and armed drug dealers.
For almost 40 years, as a banker, tax professional, CFP® and Certified Financial Fiduciary®, George has brought that same dedication and discipline to his clients, helping them protect their wealth and achieve financial security. His expertise extends across tax planning, personal finance, real estate, and time management. He’s not just a financial advisor; he’s a best-selling author of Prosperity by Design: How to Make Great Financial Decisions; Uncle Joe’s Gems: Small but Valuable Thoughts on Life & Wealth; Stop, D.R.O.P. and Roll: A retirement guide for first responders, which offer practical advice for anyone looking to improve their financial health. He co-authored Retire Abundantly with Scott Keffer, Expert Stories with Clint Arthur, as well as writing the Foreword for 9 Money Mistakes That Doctors Make.
Over the years, George has been an internationally sought-after speaker, sharing his insights at prestigious venues like Oxford University, The Royal Society of Medicine, The London Stock Exchange and The Harvard Club of Boston, and he’s been featured in media outlets such as CNN, Financial Times, Yahoo Finance, and Business Insider.
His journey in personal development is equally impressive, with certifications as a Master Trainer in Time Management, an NLP practitioner, a Clinical Hypno-therapist and a Life Coach. George has completed advanced programs with all of Tony Robbins’ Mastery Programs, including firewalking five times! His dedication to continuous learning and growth ensures that he brings the best strategies to his clients.
George is the Founder and Chief Tax Strategist of Personal Tax Plans.com as well as other professional practices. Since 1985, he and his team have been helping couples and individuals build and safeguard their hard-earned wealth.
His humble beginnings in poverty shaped his respect of successful people who earned their wealth. His military and public safety experience shaped his discipline and commitment to protection, and he brings that same level of care and attention to his financial and life coaching work. Clients value George not only for his expertise but for his genuine care and dedication to their personal and financial well-being.
Whether he’s crafting tax-saving strategies or helping someone visualize and design their retirement dreams, George McReynolds is the person you want on your side when it comes to planning and protecting your future.
George has completed advanced education in proactive Tax Planning Strategies through the Certified Tax Coach Tax Planning Academy. He has also completed advanced education in Employee Stock Option Planning by completing the three part Net Worth Institute -High Value Stock Option Planning workshops.
George is a graduate of the College for Financial Planning. He attended Penn State University, Central Texas College and Immaculata University. He graduated from the Institute of Business and Finance receiving the CFS designation and he attended the Schlichter-Kratz Real Estate Institute.
He has been involved in more than 1,000 real estate transactions and prepared more than 1,000 individual income tax returns.