George Kastanis, CFP®, BFA™

Senior Wealth Advisor

About George

George believes every client deserves advice that is personal, understandable, and tailored to their unique goals. Since joining McLean Advisory Group, he has helped families coordinate retirement income, investment management, estate planning, and tax strategies into one comprehensive financial plan.

As a Certified Financial Planner - CFP™ professional and Behavioral Financial Advisor™, George combines technical expertise with a calm, approachable style that helps clients feel comfortable asking questions and making informed decisions. His goal is to ensure every recommendation aligns with what matters most to each client—not just financially, but personally.

George is passionate about building long-term relationships based on trust, education, and clear communication.

Favorite Part of My Job

"Watching clients realize retirement doesn't have to feel overwhelming when they have a plan."



Outside the Office

George enjoys traveling, snowboarding, jet skiing, reading, and spending time with family and friends.