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George Salter II, JD, MBA, CFP®

Blossom Wealth Management, LLC

PO Box 125

Alamo, CA 94507
(925) 8339999

Knowledge. Competence. Discipline.

About Blossom Wealth Management, LLC

George helps families grow, utilize, protect and transfer their assets through comprehensive wealth planning.

Whether their assets are inherited, steadily accrued or the result of a business windfall, George and his team at Blossom empower their clients to make informed decisions during the ensuing growth phase.

Later when it is time to deploy their capital during retirement or philanthropy, accessible and thorough team is there to align the family's financial outlaws with their goals. We believe by taking the time to examine all of the available options, clients are confident that they are being effective stewards and maximizing the utility of the family's wealth.

At the end stage when it is time to prepare for passing on the financial stewardship, the Blossom team takes the time to meld the family's financial priorities with their ethics; thereby ensuring that the wisdom of the patriarch and matriarch will live on for future generations. We believe the most successful families understand that their portfolio decisions have a time scale far beyond the first generation.

The team at Blossom Wealth Management has over 70 years of experience guiding successful families through the wealth aggregation, use and transfer process. Our approachable team incorporates state of the art techniques to empower our clients to be fantastic stewards of capital for their families.

General Information

Firm Start Year

2009

No.of Employees

2-4

CRD#

4512665 (George) & 5143649 (James)

Firm CRD#

150402

Insurance License#

CA OD64714 (George) & CA OF75024 (James)

Name of Custodial Firm

Charles Schwab & Co Inc.

States Licensed in

Series 79

Years of Experience in Financial Services

19

Number of Years with Current Firm

11

Work Experience

Founder, CEO at Blossom Wealth Management Director, Clean Tech and West Coast Operations at Capistrano Global Advisory Services Adjunct Instructor, Business Department at Dominican University of California Assistant Coach at Mustang Soccer Council Member at International Business Advisory Council Private Wealth Management at Smith Barney Financial Advisor at Merrill Lynch Financial Advisor/Advisor Coach at Ameriprise Financial Advisors

I work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Services

Investment Types

Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Stocks, Options & Futures, Bonds, Mutual Funds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, Video Conference, Via phone, At my office, At your home, At your office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CERTIFIED FINANCIAL PLANNER

Securities Licenses

Series 65, Series 63, Series 7

Insurance and Annuity Licenses

Annuity, Life, Variable Life, Health

Financial Organization Memberships

Financial Planning Association (FPA)

Non-Financial Organization Memberships

George's hobbies include running, mountain biking, and, especially, playing soccer. He and his wife, Nicole Davidson, recently celebrated their 5th wedding anniversary in Belize. They enjoy traveling, international cuisine, and hiking. George is also an Eagle Scout.

Firm Information

Firm's Number of Clients

200+

Firm's Number of Planning Clients

100+

Firm's Number of Managed Clients

600+

Assets Managed by Firm

160000000

Advisor's Number of Clients

200+

Advisor's Number of Managed Clients

684+

Advisor's Number of Planning Clients

100+

Assets Managed by Advisor

160 MM +

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250000

Compensation Methods

Hourly

Fee % Based on Assets

.10% to 1%

Hourly Rate

250

Additional Details on Charges

Based on Assets. There may be trading fees or internal manager fees depending on the strategy selected.

Education

Juris Doctor, LAW - LAW

University of San Diego
May 2014 - May 2002

MBA, Pacific Basin Studies - International Business

Dominican University of California
June 1997 - June 1999

CFP, CERTIFIED FINANCIAL PLANNER - Finance

American College for Financial Planning
January 2005 - March 2005

Disclosures

Blossom Wealth Management, LLC. is registered as an investment adviser with the United States Securities and Exchange Commission. Diversification does not guarantee a profit no protect against loss. Past performance is no guarantee of future results. ©2020 Blossom Wealth Management, LLC. The blossom logo is a trademark and service mark of Blossom Wealth Management, LLC or its affiliates and is used and registered throughout the world.

Disclaimer

Blossom Wealth Management, LLC. is registered as an investment adviser with the United States Securities and Exchange Commission. Diversification does not guarantee a profit no protect against loss. Past performance is no guarantee of future results. ©2020 Blossom Wealth Management, LLC. The blossom logo is a trademark and service mark of Blossom Wealth Management, LLC or its affiliates and is used and registered throughout the world.