Hunter DeGeorge
Boxford
Summary
Dedicated and client-focused professional with a strong foundation in holistic financial planning, investment strategies, and retirement solutions. Extensive experience at Liriano Wealth Advisory Group in assisting individuals, families, and business owners to build clarity and confidence around their financial futures. Equipped with a BBA in Finance from the University of San Diego and mentorship from a seasoned industry veteran, employing a grounded, education-first approach that resonates with hardworking professionals. Combining technical expertise with personal empathy to develop customized strategies addressing key risks such as longevity, inflation, market volatility, and taxes, while aligning with clients' goals and values.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
Liriano Wealth Advisory Group LLC
07.2024 - Current
- Conduct ~15 monthly client review meetings and 2 discovery meetings with new prospects
- Independently acquired two new clients and led the full planning process (discovery, strategy, implementation)
- Built and implemented a scalable internal system to improve client service and team efficiency
- Manage all meeting prep and follow-up communications, including:
- – Reminder and action item emails
- – Secure upload links for documents
- – Phone call check-ins as needed
- Attended and spoke at several BNI networking events to expand referral relationships
- Helped coordinate client seminar at Davio’s Northern Italian Steakhouse (25 attendees)
- Contributed to internal operations during the firm’s RIA transition
- Completed Advanced Sales Trainings from partner companies
- Graduate of Operational Sales Academy focused on sales execution and advisor workflows
Intern
Lamb, Petersen & Mann Advisory Group – Ameriprise Financial Service LLC
06.2023 - 08.2023
- Constructed financial plans for customers’ financial goals
- Sat in on one-on-one client meetings with advisors
- Participated in investment meetings with wholesalers
- Scheduled meetings and organized planning documents
- Worked on tax strategy sessions to enhance planning skills
- Organized client data using Ameriprise platform (Projects)
Intern
Liriano Wealth Advisory Group LLC
06.2022 - 08.2022
- Researched and branded a new business entity
- Presented company overview at BNI (Business Network International) meetings
- Oversaw designer in development of corporate logo
- Wrote targeted marketing articles for prospective clients
- Participated in investment team meetings
- Organized a summer-end event with guest speakers
Education
Bachelor of Science - Finance
University of San Diego
San Diego, CA05-2024
Skills
- Cash flow management
- Insurance planning
- Retirement planning
- Portfolio management
- Customer service
- Problem-solving
- Attention to detail
- Critical thinking
- Multitasking and organization
- Teamwork and collaboration
- Sales skills
- Self motivation
Certification
- Life & Health Insurance – Licensed
- Securities Industry Essentials (SIE) – Passed
- Series 65 – Expected August 2025
Timeline
Associate Financial Advisor
Liriano Wealth Advisory Group LLC
07.2024 - Current
Intern
Lamb, Petersen & Mann Advisory Group – Ameriprise Financial Service LLC
06.2023 - 08.2023
Intern
Liriano Wealth Advisory Group LLC
06.2022 - 08.2022
Bachelor of Science - Finance
University of San Diego
Community Service
Be Like Brit Foundation, Participated in week-long service trip to Haiti, supporting an orphanage and building a family home
LEADERSHIP
- Project Lead – Student International Business Council (SIBC)
- – Led teams in international business initiatives focused on leadership, ethics, and responsible business
- Student Lead Manager – USD Catering Center
- – Managed setup and service for high-end banquets and university events
- Bloomberg Market Concepts Certificate
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