Four Oaks Financial, LLC
Investment Strategist, President
About Four Oaks Financial, LLC
George Cattat is the founder of Four Oaks Financial, LLC.
As an Investment Strategist, over the past 15 years George serves as his client’s personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans. He currently holds his Series 7 & 63 registrations held through LPL Financial Series 65 registration held through Independent Financial Partners. He is also a licensed Florida life and health insurance agent.
Before founding Four Oaks Financial, LLC, he was a Vice President, Sr. Account Executive with Fidelity Investments. Prior to that, he held investment positions with Fidelity Investments Institutional Services, Evergreen Investments and MetLife. He earned his BS in management and finance, minoring in accounting at St. John Fisher College. George lives in Palm Harbor and loves spending time with his wife Rebecca and three children.