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
6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read Now
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read Now
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read Now
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
Liquidity event: What to do if you suddenly become rich
November 3, 2026A liquidity event can be disruptive without a plan. Learn steps to receive, protect and manage a substantial cash inflow for the long term.Read Now
The impact of holding a concentrated stock position
November 2, 2026A concentrated stock position can add risk to your portfolio and may be difficult to sell. Learn questions to discuss with your advisor if you’re considering diversification.Read Now
How do midterm elections affect the stock market? What history shows
November 2, 2026How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.Read Now
Healthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Medicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read Now6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read NowThe Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read NowPlanning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read NowRedefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowLiquidity event: What to do if you suddenly become rich
November 3, 2026A liquidity event can be disruptive without a plan. Learn steps to receive, protect and manage a substantial cash inflow for the long term.Read NowThe impact of holding a concentrated stock position
November 2, 2026A concentrated stock position can add risk to your portfolio and may be difficult to sell. Learn questions to discuss with your advisor if you’re considering diversification.Read NowHow do midterm elections affect the stock market? What history shows
November 2, 2026How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.Read NowHealthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowMedicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read Now