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George K
CFP®, Series 63
Naples, FL
LodeStar Advisory Group, LLC
George Kiraly Jr. is a CFP® professional with 21 years of industry experience, currently serving as an advisor at LodeStar Advisory Group, LLC since 2003. He holds the Series 63 designation and works out of Naples, FL. LodeStar Advisory Group provides fee-only investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $69 million in discretionary assets, employing a multi-method investment approach that includes technical, fundamental, and cyclical analysis, along with the use of hedging tools and occasional short-term trading.
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