George Ivan Zuluaga

Employer firm

Avina Financial Group, Inc. CRD 285527

$102M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 02/2021
  Wisewealth Financial Advisors
  Long Beach, CA
• 06/2007 → Present
  Wisewealth Insurance And Financial Services
  Long Beach, CA
• 05/2017 → 09/2017
  Sagepoint Financial, Inc.
  Torrance, CA
• 08/2019 → Present
  Avina Financial Group, Inc.
  Bellflower, CA

Previous Registrations

• 2017-09-13 → 2021-02-20
  Wisewealth Financial Advisors
  Long Beach, CA
• 2017-05-30 → 2017-09-15
  Osaic Services, Inc.
  Gardena, CA
• 2015-07-01 → 2017-05-17
  Wisewealth Financial Advisors
  Long Beach, CA
• 2012-12-06 → 2014-12-09
  Wisewealth Financial Advisors
  Long Beach, CA
• 2010-08-04 → 2012-11-27
  Innovative Advisory Group
  Lexington, MA
  Lakewood, CA

Other Businesses

SOLE PROPRIETOR AS AN INSURANCE AGENT; STARTED DATE 06/2007; SALES OF INSURANCE PRODUCTS FOR WHICH COMMISSIONS MAY BE RECEIVED

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-06-17
• S65 Uniform Investment Adviser Law Examination
  2010-07-20