
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

How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
