Guiding Your Wealth with Purpose,

Wherever Life Leads.

Who We Are

We do more than manage money. We build lifelong relationships rooted in trust, transparency, and care.

As an independent, woman-led firm, we specialize in supporting professionals, individuals, and families through every stage of life with holistic financial planning and investment management that is tailored to navigate life’s challenges and opportunities.

We believe financial clarity is powerful. That’s why our approach is as much about education and collaboration as it is about strategy. Whether you’re preparing for a major life shift, growing your career, or reimagining your future, we’re here to simplify the complex and help you make confident decisions, every step of the way.

People sitting and standing on a pebbled beach watching a dog swim in the water under gray clouds, with sailing ships in the distance.

We provide personalized financial planning and investment management designed to bring clarity, confidence, and lasting impact.

What We Do

  • Whether you’re building wealth, preparing for retirement, or navigating a life transition, our comprehensive financial planning process is designed to simplify complexity and bring clarity to your next steps. Our planning process includes a deep dive into areas such as:

    • Retirement planning

    • Tax-efficient strategies

    • Estate and legacy planning

    • Cash flow and budget analysis

    • Risk management and insurance review

    • Education planning

    • Charitable giving and philanthropic planning

    • Business owner and succession planning

    • Divorce financial planning

    • Widow/widower financial guidance

  • We combine the discipline of model-based investing with the flexibility of personalized strategies. Our approach uses time-tested investment models as a foundation, then customizes your portfolio to align with your unique goals, risk tolerance, and life circumstances, ensuring your investments grow with you.

    • Ongoing portfolio monitoring

    • Quarterly and/or annual meetings

    • Personalized financial dashboards

  • Empowering you with financial clarity.

    Our commitment to helping clients feel informed, prepared, and empowered, whether you're learning the basics or diving into advanced planning topics

We proudly serve a diverse community of clients who are navigating unique financial journeys.

Who We Serve

Wherever you are on your financial path, we offer personalized guidance and strategies designed to support your goals with confidence and care.

Our focus includes working professionals building wealth while balancing busy careers, single women seeking financial independence and clarity, and emerging affluent individuals laying the foundation for long-term success.

We support entrepreneurs and small business owners who need strategic financial guidance to grow and protect their ventures.

For pre-retirees and retirees, we provide thoughtful planning to help them transition confidently into enjoying the next chapter of life.

Genevieve George. A woman with long brown hair, blue eyes, and a yellowish skin tone sitting on a white sofa, smiling at the camera, wearing a sleeveless dark green dress and gold jewelry in a bright room.

Genevieve George, CPA, CFP®, CFE, CDFA®

About Us

As a Senior Financial Advisor and the founder of Pelican Financial Planning and Wealth, Genevieve is passionate about helping individuals and families plan, build, and protect their wealth with clarity and confidence. With a calm, thoughtful presence and a depth of technical expertise, she partners closely with clients to turn complex financial questions into clear, strategic decisions.

Genevieve holds the CPA, CFP®, CFE, and CDFA® designations, and brings more than 20 years of experience across investment management, tax strategy, and comprehensive financial planning. She works side-by-side with clients to shape meaningful goals, whether it’s growing wealth, planning for college, navigating divorce, giving generously, or preparing for retirement. She thrives on digging into the details, offering personalized guidance, and building the kind of trust that leads to long-term success.

A Florida native, Genevieve founded Pelican with a heartfelt mission: to create an independent, modern firm that delivers not just financial advice, but partnership.

When she’s not working with clients, you’ll likely find Genevieve enjoying time with her family on the water, with a paintbrush in her hand, or connecting with her community.