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FINANCIAL PROFESSIONAL GEORGE@VEATERFG.COMCA INSURANCE LICENSE#0A48061
George was raised on a cattle ranch in Coarsegold, California. As the oldest boy of 5 children, George learned the value and necessity of hard work from a young age. After playing football and wrestling in high school, George found his real passion in the sport of Rodeo. He was a District Champion Saddle Bronc Rider in High School, and then was offered a full scholarship to compete in collegiate rodeo.
While pioneering Veater Financial Group, George noticed a need for something different from what other financial service firms provided in the area. To address this need, he prioritized creating a truly comprehensive one-stop-shop where clients can receive investment, tax and estate related planning all under one roof.
FINANCIAL PROFESSIONAL KEVIN@VEATERFG.COM(714) 494-2460
Kevin is an Orange County native. He grew up in the city of Irvine and earned his Bachelor of Arts degree in Economics from California State University, Fullerton. He holds the Series 7 and Series 66 registrations through LPL Financial as well as the Life, Accident & Health license. His roles include holding client reviews, providing support in market research, trade order executions, and miscellaneous financial inquiries.
CLIENT SERVICE SPECIALIST LISA@VEATERFG.COM(714) 494-2460Lisa was born and raised in Southern California and is a graduate of California State University at Fullerton with a Bachelor of Arts degree in Communications. She takes care of opening new accounts for clients as well as facilitating smooth transfers. Lisa also meets any customer service needs that our clients may have.