Ted George is a retired CERTIFIED FINANCIAL PLANNER® professional and long-time FPA Silicon Valley member. After founding and leading Wealthscape Advisors, LLC until his retirement in 2020, Ted now focuses on promoting financial literacy through the chapter’s Pro Bono Committee. He regularly delivers personal finance presentations at the Highlands Senior and Community Center and plans to offer one-on-one sessions there in 2026.

A past chapter president (2015) and chairman (2016), Ted has volunteered at numerous Financial Planning Day events and taught in UCSC Extension’s Financial Planning Program. His passion for education has reached high school seniors and young adults in Santa Cruz through community programs.

Ted and his wife live in the Santa Cruz Mountains, where they raised two accomplished children.

Start the year with valuable insights from JP Morgan as Jordan Jackson, Executive Director and Market Insight Strategist, presents highlights from the 1Q26 Guide to the Markets. Gain a comprehensive update on the economic and investment outlook, explore market cycles, and understand key risks for the year ahead.

📅 Date: January 21, 2026, 11:30 am - 1:30 pm

📍 Location: Maggiano’s Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose

✅ Don’t miss this opportunity to stay informed and connect with fellow professionals!

Holiday Hu-la-la-la Luncheon Recap

What a way to wrap up the year! Over 30 members and partners gathered at Maggiano’s in Santana Row for our festive Holiday Hu-la-la-la Luncheon. The afternoon was filled with laughter, great conversation, and plenty of delicious food—because nothing says “holiday cheer” like pasta and good company! Thank you to everyone who joined us to celebrate and make this event such a joyful success.