Concierge Retirement Services

George Luna

George began his career as a customer service representative for a large retirement firm. “I really enjoyed helping people save for retirement, and in the blink of an eye I’ve now been in this profession for 15 years!”

George earned a Bachelor of Science Business Administration with a concentration in Finance. He’s also earned two designations: A Qualified Pension Administrator (QPA) and a Qualified 401(k) Administrator (QKA).

George Luna
Phone: 914-251-0099 ext. 234

George says “My primary responsibility is to maintain a compliant and effective retirement plan for all of our clients. I also manage several office projects and equally important – I provide peer review of compliance and contributions calculations.”

His favorite responsibilities are “crunching the numbers” and “forming quality caring relationships with our clients.”

George and his wife have 2 boys. He loves “hanging out with the family, beaches, parks, restaurants, playing tennis, summer BBQ’s, cooking and listening to music!” He’s passionate about “always learning and working smart.”

Let’s Build Something Together

Would you like to have a conversation? Would you like to discover more?
Here’s a few ways to get in touch with us.
7 Rye Ridge Plaza #404
Rye Brook, NY 10573
+1 (914) 251-0099

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