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
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now