Melissa George, Founder & CEO
Melissa is a Fiduciary Financial Planner and Certified Financial Therapist™ with nearly three decades of experience helping individuals, families, and business owners make informed, confident financial decisions.
Melissa began her financial services career in 1997. In 2006, she founded InvestHER Fiduciary Solutions, LLC, a boutique, state-registered investment advisory firm providing retirement income planning, investment management, executive compensation planning, behavioral finance, and financial therapy.
Known for looking beyond the numbers, Melissa helps clients understand not only what they are doing with money, but also the beliefs, emotions, experiences, and behaviors influencing their decisions. By combining technical financial planning with behavioral insight, she helps clients build, protect, enjoy, and transfer wealth in ways that reflect their values, priorities, and vision for an abundant life.
Melissa e arned a Bachelor of Business Administration from Georgia State University and holds professional licenses and securities registrations in multiple states. She is the first woman of color to earn the Certified Financial Fiduciary® designation and also holds the Accredited Investment Fiduciary®, Certified Fund Specialist®, and Psychology of Financial Planning Specialist™ designations. She also serves as a FINRA® Arbitrator.
A Goldman Sachs One Million Black Women in Business Scholar, Melissa is an adjunct professor, speaker, contributor, lifelong learner, and soon-to-be author. She serves as Board Chair of Girls Inc. of Greater Atlanta and as a board member of Black Wealth Rising. She is also a member of the Association of African American Financial Advisors and Delta Sigma Theta Sorority, Inc.
Whether advising clients, teaching students, writing, speaking, or serving her community, Melissa remains committed to helping others create financial lives defined by clarity, confidence, opportunity, and choice.
EDUCATION:
Georgia State University: Bachelor of Business Administration
Goldman Sachs OMBW Black in Business Scholar
University of GA/Terry College of Business CFP® Certificate Program
University of GA: Behavioral Financial Planning & Financial Therapy
LICENSES:
State Registered Investment Advisory Firm: CRD #144815
Investment Adviser Representative: Securities Series 65, CRD #2900237
Former Registered Representative: Securities Series 7, 63
Georgia Principal Agency Resident License #185263
Georgia Resident Agent License #514447
(14) Non-Resident Agent Licenses
DESIGNATIONS:
ACCREDITED INVESTMENT FIDUCIARY®
CERTIFIED FINANCIAL FIDUCIARY®
CERTIFIED FINANCIAL THERAPIST™
CERTIFIED FUND SPECIALIST®
FINRA®Arbitrator
AFFILIATIONS:
As of July 1, 2026