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With over 20 years of experience in the financial services industry, George Maniatis joined Prime Capital Investment Advisors in 2018. As a wealth manager at PCIA Denver, he is committed to serving the needs of high-net-worth families, corporate executives, and organizations, helping them work through complex challenges and achieve their personal financial goals.
“In my work with individuals, families, and business owners, I first start by seeking to understand the unique needs and aspirations of my clients, then design tailored financial plans that align with their values and objectives. Throughout my career, I have developed the ability to create comprehensive financial strategies. I firmly believe that every client deserves a customized approach because no two financial situations are alike. I take the time to listen and understand the client’s overall circumstances in order to develop a deep understanding of their financial landscape,” George says.
Currently holding a Series 63 securities registration, George has also obtained the industry professional designation of Accredited Asset Management Specialist, (AAMS®), from the College of Financial Planning. He has also earned his designation as a Certified Plan Fiduciary Advisor/Qualified Plan Financial Consultant (CPFA®)/(QPFC).
In his daily work for PCIA Denver, George is involved with the creation of financial plans, as well as implementing, monitoring, and adjusting investment strategies which are aligned with each client’s risk tolerance, time horizon to retirement, and values, interests, and long-term vision.
But beyond the accreditations and technical skills, George has demonstrated the ability to build long-lasting relationships with clients. “I understand the importance of trust, transparency, and open communication, and I try to create a warm and approachable environment for my clients, fostering a partnership based on mutual respect and understanding.” In fact, what George loves most about his work is the relationships he has with his clients and the opportunity to work closely with them over the years.
“As a wealth manager, my ultimate goal is to empower my clients to take control of their financial future by providing sound guidance, personalized strategies, and ongoing support. I strive to help individuals and families achieve their financial goals, secure their financial wellbeing, and create a legacy that extends beyond their lifetime,” he says. He also works with business owners by providing services such as 401(k) retirement plan management.
Prior to joining Prime Capital Investment Advisors, George served 13 years with Charles Schwab & Co., most recently as Vice President and Financial Consultant, accumulating more $330 million in assets under management. His experience and understanding of qualified plans designated him as a top performing consultant specializing in retirement strategies tailored to his clients’ unique needs. He was a recipient of the prestigious Chairman’s Club in 2008, 2009, 2010, 2011 (Platinum distinction), 2012, 2014, and 2015.
George has also gained a wide breadth of knowledge from roles at other prestigious firms, including American Skandia, Fidelity Investments in New York City, and Janus Funds. He graduated with a Bachelor of Science degree in finance from the University of Phoenix in 2004 with a 3.69 GPA.
Denver born and raised, George now lives in Centennial, Colorado, with his wife, Evyan, and their four children—two daughters and two sons—Eleni, Niko, Solon, and Olympia. “I have coached baseball and football for my two boys’ teams, which allowed me an opportunity to positively influence the lives of young players by instilling valuable life skills such as teamwork, discipline, and sportsmanship. The AHEPA (American Hellenic Educational Progressive Association) promotes the ancient Hellenic ideals of education, philanthropy, civic responsibility, family and individual excellence through community service and volunteerism. I am also a prior board member of the Saint Catherine Greek Orthodox Church,” he says.
In the summer, George loves fly fishing, going to the mountains, exploring offroad trails with his Jeep, going to the theatre with his wife, cheering for the Colorado Rockies baseball team, and grilling outdoors. His life is full, and he is grateful for that.
AAMS designees must complete a self-study program, pass an exam, agree to comply with a code of ethics, and complete 16 hours of continuing education every two years.
To receive the CPFA®/QPFC designation, advisors must demonstrate their knowledge, expertise, and commitment to working with retirement plans such as 401(k) plans. Plan advisors who earn their CPFA®/QPFC demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.
Your PCIA Denver Team
The financial advisors at PCIA Denver each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.
What we can do for you
By having a financial plan in place that matches your goals, your family make-up, your stage of life, your retirement desires, and your appetite for (or aversion to) market risk, you can feel more confident, have more peace of mind, and increase your savings. These are just some of the services we offer as part of your customized financial plan. We also offer services to businesses, such as 401(k) plan management.
When is the last time you updated your plan?
Whether you need help putting together your first financial plan, want a second opinion on your current plan, want to explore alternative investments in your portfolio, are getting ready to retire in the next few years, or just have more questions for us, please send us a message!