George Sibincich founded Strategy One Wealth Management, LLC in 2017 serving high net-worth individuals, institutions, beginning investors, pension plans and 401(k) participants. He is the President, Portfolio Manager, Chief Compliance Officer and Investment Advisor Representative.
George has over 20 years of leadership experience working for Wall Street Firms Goldman Sachs, Wells Fargo/Norwest Bank, Charles Schwab and Bank of America Merrill Lynch. His positions at these leading Firms included supervising and managing the design, implementation and compliance of an elite client experience across client service, trading, operations, retirement services, legal, estate and banking for both institutional and retail clients.
George has extensive experience managing securities trading and investing for Registered Investment Advisor Firms and Financial Advisors with nearly 10,000 lifetime trades covering Stocks, Options, Mutual Funds and Fixed Income securities. With this level of hands on experience, George has gained a keen perspective of the pros and cons of many of Wall Street’s products and services and which ones he believes work best for clients. George leverages this insight when learning about your specific finances and goals to ensure each client takes advantage of a suitable mix of products and services and makes investments with transparent fees.
George is a licensed Financial Advisor and holds several securities and insurance licenses including the Series 66 license-Uniform Combined State Law Examination. He also holds his Life, Health, Accident and Variable Annuity licenses. While working for the above Firms, George was also Series 7, Series 63, Series 9 and Series 10 Licensed. George earned his Bachelor’s Degree in Business Administration from The State University of New York at Albany.
George lives in Troy, NY with his wife Shauna and 3 children and also maintains a home in Arizona. George and his wife are actively involved in the community and church helping the homeless and those with special needs as well as coaching youth sports. George is a passionate investor and loves helping others build their net worth in order to achieve their lifelong dreams and goals.