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George Washington, IRMAACP™ Advisor · Escondido, CA

George Washington

Investment Advisor Representative, Foundations Investment Advisors

28125 Hamden Lane

Escondido, CA 92026

(760) 684-9414

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Professional Profile

I am a fiduciary and Investment Advisor Representative with Foundations Investment Advisors, bringing 20 years of experience to my work with clients. I hold the IRMAACP™ certification, have passed the Series 65 Uniform Investment Adviser Law Examination, and hold Life and Health insurance licenses. My professional qualifications also include passing the Series 6 and Series 63 examinations and the Securities Industry Essentials (SIE) examination.

George Washington has completed the IRMAACP™ Medicare & IRMAA certification, with focused expertise in Medicare and income-related premium planning.

I help individuals and families understand how retirement income, insurance, and Medicare costs fit together, with particular attention to income-related monthly adjustment amounts (IRMAA). Through clear explanations and personalized conversations, I aim to help my clients make informed decisions that reflect their priorities and retirement goals.

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Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.