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George B
PFS™, Series 63, Series 66
Awendaw, SC
Cetera Planning Partners
George Boyle Jr. is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Boyle has worked with several firms including Avantax and manages his own tax and accounting firm, G P Boyle & Associates, where he serves as president. He is also involved in tax preparation and accounting through GW Tax and Accounting, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, with additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.
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