Clear Goals & Strategies Since 1984

CONNECT

Address:

5491 North University Drive Suite 101
Coral Springs, FL 33067

Phone:

(954) 723-0350

Fax/Other:

(954) 606-5045

George Temel, CFP®

George Temel, CFP®

Founder & President

“My passion is impacting people’s lives so that they can pursue their dreams.”

George Temel, the founder of Clarity Financial Planning, and has been in the financial services industry since 1984. He started his career as a Career Agent with Mass Mutual, remaining in their employment for fifteen years before starting his own firm, Temel Financial, in 1999. His years of expertise and knowledge in a broad range of financial and estate planning areas have made George the choice for many knowledgeable and discriminating investors. George has obtained the FINRA Series 7, 63, & 24 registrations, which are currently held with LPL Financial. In addition, George is an LPL Investment Advisor Representative and a CERTIFIED FINANCIAL PLANNER™ professional.

George is active in both professional and community activities. He is a member of the Financial Planning Association, the former Chair of the South Florida Chapter of the American Institute of Wine and Food, and the Founder of 101 Zinfandels Festival.

Born in Bogota, Colombia, his family immigrated to the United States when George was a year old. George has lived in Florida since 1963 and graduated with a B.A. from the University of Florida in 1984. George was married to his late wife, Shana, for over 20 years. He and his rambunctious Golden Retriever, Zinfandel "Zinny" presently reside in Plantation, FL.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck