George V. Masefield
Financial Consultant, Retirement Planning Specialist
P: 732-606-8428
F: 732-240-9380
Email: [email protected]
Investment Philosophy
Focus on developing a comprehensive, flexible retirement strategy based on the needs and wishes of clients.
Business Philosophy
As a Retirement Planning Specialist, I believe in helping clients build wealth, protecting that wealth, and developing a distribution plan for retirement income that will last.
About
- Attended City University of New York and the School Of Continuing Education at New York University
- Started a career in finance in 1980 and worked at several Wall Street financial institutions, including Deutsche Bank NA as a business analyst supporting hedge fund clients
- Joined AXA Advisors in 2005 and PWS in 2015
- Hold FINRA Series 6, 7, 63, 66 and Life and Health Licensed; licensed to serve clients in NJ, NY, PA, MA, NC, SC, and FL
- Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania
- My wife of over 35 years, Cindy, and I relocated from New York to Ocean County in 1996 with sons Michael and Mark, both of whom are now married; we have replaced our grown children with two cats, James and Dennis, and enjoy hiking, live music, and watching professional ice hockey
Financial professionals of Private Wealth Strategies offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Insurance Agency of Utah, LLC in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or respond to inquiries, only in state(s) in which they are registered and/or licensed. The information on this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Private Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-148262 (6/15/20) (Exp. 06/24)