About George

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My Story

After being raised on a farm in the Midwest, I was able to use my upbringing and engineering training to create innovative processes to bring clarity and easy-to-understand solutions to the financial services arena.

MY CREDENTIALS?

Gerogre Wells of FundMax With bachelor's and master's degrees in mechanical engineering, my educational background is completely different from the typical in financial services. If you decided you wanted to be a financial professional, in about six weeks you could have a license to do what most financial professionals are capable of doing. To be able to work at the highest level of investment knowledge, investment allocation, client service, and client interaction, the best training is often composed of desperate, self-inflicted searches for ways to improve yourself, your practice and your knowledge. Other than the behemoth task of becoming a Certified Financial Planner, little formal education is available to create a well-balanced, capable financial professional.

Other than the behemoth task of becoming a Certified Financial Planner, little formal education is available to create a well-balanced, capable financial professional.

Over the years, we've developed a process of combining the best of artificial intelligence in the robo-advisor with the certified financial planner and today's relevant diversification methods.

Think Differently
This is Us ...

This is my book I wrote to teach Financial Advisors based on the chronicles of experiences we've had with people like you. Access exclusive excerpts from the book and all our resources right here.

10 THINGS YOU DON’T KNOW ABOUT ME UNITL NOW

1 . When I was in college, I used to make my meals for the week. On Sunday evening, I would make one meal and eat the same meal for lunch and dinner for the next five days, until the weekend. I did this to save money and time. Because I took such a heavy course load so I could graduate early and was also working part-time jobs, I didn't have much time to stop and eat. And because I was paying for college on my own, I didn't have much money to buy food. So I would make my week’s recipe for $11 to $17 buying sale items at the grocery store.

Exerciser and Dieter2. I am a chronic on-again/off-again exerciser and dieter. Left on my own, I would probably weigh an extra 100 pounds and do very little exercise. I love sugar and carbs, and those don’t make your body want to exercise. I have a tendency to be acutely focused on what I am acutely focused on. When I'm trying to eat well, I do great at it, when I'm trying to exercise well, I’m fine. But when I lose my focus to other things, my dedication gets completely lost.

 

3. I wanted six children with my wife, and after having two girls, I was wondering if I would ever have a boy. Fortunately, babies three and four ended up being boys. If someone would've told me kids were this fulfilling and enriching, I would have never believed them. Being a father and seeing young lives developed is one of the most rewarding things in my life.

 

George Wells Retirement  Financial Advisor 4. I always wanted a motorcycle growing up, but when I was 15 years old, I wrecked my minibike going 40 miles an hour over a hill in the yard and ended up in the hospital with a concussion. I figured that two-wheel motorized vehicles were probably not the best choice for me. I probably am not satisfied with any type of small vehicle until I have it wrapped around a tree someplace. It's taken me a bit, but I think I figured out some of my limitations.

 

5. I like to get up in the morning at times some people would call the middle of the night. Often, at 2 or 2:30 in the morning, I will wake up excited, thinking about all the things I'm working on. I make a cup of coffee and start working.

 

Sun set George Wells Retirement  Financial Advisor

 

6. One of the things I like the very most in life—brace yourself—is working. I love to work. I love to invent. I love to create. I love to service. I love to follow through. Many people I know talk about Wednesday being hump day and Friday finally being the end of the week. I look forward to the newness of every morning, of getting up and working on something until the rest of my household wakes up.

 

7. I've tried learning Spanish many times (two full years in high school). Now, both of my boys (Brooks and George aka Jorge) are in a Spanish immersion class in which they speak only Español in school as their primary language. I'm still trying to learn Spanish, but for whatever reason, it's very difficult for me to pick it up.

 

Keys George Wells Retirement  Financial Advisor

 

8. I believe giving is the key to success. I believe there is a multiplication effect when you give your time and financial resources to others. I've been fortunate to be involved in training for nonprofits, to help touch others' lives. What's amazing to me is, no matter how much you give away, there's always more for you and more to give away to others.

 

9. It's been difficult for me to be married. Marriage is way harder than what anyone tells you when you're starting out. And when you have four young kids who almost act like they are terrorists, all working against you in conjunction with one another, it makes it very difficult to have a balanced life with the spouse. Fortunately, my wife and I are severely determined to work at connecting with each other and to get to know each other. Even after more than a decade of marriage were still working diligently on trying to figure each other out so that we can help each other be the best version of ourselves. We could not have picked better partners for life!

 

Family Man George Wells Retirement  Financial Advisor

 

10. My name full is George Franklin Wells III. Growing up, to differentiate me from my father and grandfather, my parents called me Joe, spelled "Geo." I didn't like my name being George very much. I didn't go by "George" until I graduated from college. Now I have a son named George Franklin Wells IV. Obviously, I like my name now.