Georgia Lord

Georgia is a Financial Planner at Corbett Road. She believes one’s financial plan is an invaluable tool in making informed decisions, protecting against uncertainties, and working toward achieving financial security and prosperity. She is a Certified Financial Planner™, Certified Financial Fiduciary®, and has many years of experience in financial services and financial planning, especially in the areas of retirement, tax and cash flow planning. Georgia moved to the United States from Australia in 2018, where she studied Finance and Music at the Queensland University of Technology. Prior to joining Corbett Road, Georgia provided financial planning guidance and educational workshops to advisors and clients as part of the Financial Planning Team at Oppenheimer. She holds FINRA Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity Insurance licenses.