George Reilly J.D., LL.M. (Tax), CFP®
Originally from Long Island, New York, George earned his bachelor's degree from Manhattan College and his law degree from Saint John's University School of Law. In 1997, George earned a Masters in Law degree from George Washington University School of Law with a specialization in income taxation and estate planning.
George is also a Certified Financial Planner™, a designation awarded by the Certified Financial Planner Board of Standards Inc. upon completion of a rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. Although fewer than 5% of all of the CFPs in the U.S. also have a law degree, George recognized the importance of the financial planning process in preparing a comprehensive estate plan, and earned this certification in 2002 to enhance his legal practice. Safe Harbor Financial Advisors serves as a complementary business to George’s estate planning practice with both firms using a similar holistic approach to client needs.
During his 22 year Navy career as a member of the Judge Advocate General’s Corps, George served as the Navy's Tax Counsel during three separate assignments. In that position he represented the interests of Navy leadership as well as Sailors and their families with respect to tax legislation, regulations, and policy. He also operated and later supervised the Navy’s electronic income tax filing program.