Hunter DeGeorge
Boxford
Summary
Proactive and detail-oriented financial professional with hands-on experience in wealth planning, client relationship management, and data-driven financial analysis. Adept at compiling and evaluating complex financial information to produce clear, actionable reports and strategic recommendations. Known for exceptional organizational skills, discretion, and a collaborative approach when working with sophisticated clients and multidisciplinary teams. Passionate about delivering personalized solutions that align with clients’ long-term goals while upholding the highest professional and ethical standards.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
Liriano Wealth Advisory Group LLC
07.2024 - Current
- Conduct approximately 15 monthly client review meetings and multiple discovery sessions for new prospects, producing tailored financial reports and action plans.
- Lead the full financial planning process from data gathering and analysis to strategy development and implementation.
- Compile, analyze, and present client-specific data in reports, charts, and planning exhibits to support strategic decision-making.
- Developed and implemented a scalable internal workflow system, improving client service efficiency and team coordination.
- Manage all meeting preparation and follow-up communications, including action item tracking, secure document collection, and phone check-ins.
- Represented the firm at networking events, strengthening referral relationships and expanding the client base.
- Assisted in planning and executing client education seminars, including venue coordination, agenda design, and attendee engagement.
- Contributed to operational projects during the firm’s transition to a Registered Investment Adviser (RIA), ensuring process compliance and service continuity.
Intern
Lamb, Petersen & Mann Advisory Group – Ameriprise Financial Service LLC
06.2023 - 08.2023
- Supported financial advisors by preparing client financial plans, analyzing data, and creating meeting-ready reports.
- Participated in client and investment strategy meetings, contributing to discussions on portfolio construction and tax strategies.
- Organized client data in the Ameriprise CRM to ensure accuracy and accessibility for ongoing planning work.
- Collaborated on tax-focused planning sessions, refining strategies to align with client objectives.
Intern
Liriano Wealth Advisory Group LLC
06.2022 - 08.2022
- Conducted research to support rebranding efforts, including oversight of corporate logo design and marketing materials.
- Authored targeted marketing articles for prospective clients, translating complex concepts into accessible insights.
- Presented company overview at networking events, representing the firm’s services and approach.
- Coordinated a summer client appreciation event with guest speakers, handling logistics and outreach.
Education
Bachelor of Science - Finance
University of San Diego
San Diego, CASkills
- Self-motivation with proactive workflow management
- Time management
- Tax planning
- Insurance planning
- Wealth management
- Client relationship management
Certification
• Life & Health Insurance — Licensed
• Securities Industry Essentials (SIE) — Passed
• Series 65 — Working toward
• Bloomberg Market Concepts Certificate — Completed
• Securities Industry Essentials (SIE) — Passed
• Series 65 — Working toward
• Bloomberg Market Concepts Certificate — Completed
Community Service
Be Like Brit Foundation — Volunteer, Haiti
- Participated in a week-long service trip to support an orphanage and build a family home, demonstrating commitment to service, teamwork, and project completion under challenging conditions.
LEADERSHIP
- Project Lead – Student International Business Council (SIBC)
Led cross-disciplinary teams on international business initiatives focused on ethics, leadership, and socially responsible practices. - Student Lead Manager – USD Catering Center
Managed logistics, setup, and service for high-profile university events, coordinating staff and ensuring exceptional client experience.
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