George BuzaGeorge Buza, CFP®Managing Director, Client Specialist
About George
George Buza is a Managing Director and Client Specialist at J.P. Morgan Wealth Management.
George delivers comprehensive wealth management strategies to high-net-worth individuals. He seeks to deepen and add value to client relationships by understanding their objectives and aligning J.P. Morgan's resources to help meet their needs.
Drawing on J.P. Morgan's depth of capabilities and the intellectual strength of its specialists, George assists his clients with planning, investments, cash flow guidance, complex wealth transfer scenarios, philanthropic advisory and fiduciary services. He understands the challenges of the current economic environment and offers J.P. Morgan's fortress balance sheet to help individuals keep their financial goals on track. He is known for his objective perspective and for communicating sophisticated topics in comprehensible terms so that clients may understand the value-added benefits of his recommendations.
George's current role at J.P. Morgan is modeled after the position he held for 18 years at First Republic Bank as Regional Managing Director and Wealth Advisor, where he advised clients on customized wealth management scenarios. Earlier, he was a Senior Financial Planner at U.S. Trust Company, evaluating, implementing and monitoring the tax, gift, and estate planning and asset allocation aspects of clients' wealth management scenarios. He also spent four years at MetLife in the institutional division that served senior corporate executives.
Exhibiting a strong interest in financial services since an Economics course in high school, he began work while in college at a firm that established financial advisory centers in credit unions within the entertainment industry.
George graduated from California State University Northridge, earning a B.A. in Economics. He completed the Personal Financial Planning program at the University of California at Los Angeles. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is a member of the Financial Planning Association.
George and his wife live in the Los Angeles area with their two children, both of whom are venturing off to college. In his free time, he enjoys global travel with his family.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now