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George L
CFP®, Series 65
Santa Rosa Beach, FL
Livingston Financial Planning, Inc.
George Livingston III is a CFP® with 23 years of industry experience and has been with Livingston Financial Planning, Inc. since 2002. He holds a Series 65 license and manages a timberland and farmland business in Decatur County, Georgia, which is unrelated to his advisory work. Livingston Financial Planning serves individual investors, trusts, estates, charitable organizations, and small businesses, offering fee-only financial planning and investment management. The firm employs a long-term, buy-and-hold investment approach focused on diversified, low-cost index funds, ETFs, and investment-grade bonds, operating primarily on a non-discretionary basis.
James L
Series 65
Atlanta, GA
Livingston Financial Planning, Inc.
James Livingston is a financial advisor with Livingston Financial Planning, Inc. in Atlanta, GA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Livingston Financial Planning, he worked at Alpha Financial Management Consultants and Accenture. Livingston Financial Planning serves individual investors, trusts, estates, charitable organizations, and small businesses, offering fee-only financial planning and investment management. The firm employs a long-term, buy-and-hold investment approach focused on diversified low-cost index funds, ETFs, and bonds, primarily managing assets on a non-discretionary basis.
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