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About Life Event Financial

Client Centered

Your Dreams Matter
& Your Future is Our Priority

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

President & AdvisorGeorge Doria-Medina

As a financial professional and an active member of his community, George Doria-Medina is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.George's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients. Maintaining a strong sense of community and a solid professional foundation are very important to George. 

EDUCATION

  • Masters in Business Administration, Saint Ambrose University, Davenport, Iowa (1990)
  • Bachelor of Science, Civil Engineering, University of Missouri, Rolla (1984)
  • Bachelor of Science, Engineering Management, University of Missouri, Rolla (1983)

Resources

LEARN MORE ➜
Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

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If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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