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George K

CFP®, Series 63

Naples, FL

LodeStar Advisory Group, LLC

George Kiraly Jr. is a CFP® with 21 years of industry experience and has been with LodeStar Advisory Group, LLC since 2003. He is based in Naples, FL, and holds a Series 63 license. LodeStar Advisory Group is a fee-only wealth management firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm combines tailored asset allocation with macroeconomic analysis and uses both long-term and tactical strategies, including derivatives and leveraged products, alongside a focus on behavioral finance.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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