Broker Check
Georgi (Georgina) Rosal

Georgi (Georgina) Rosal

Partner

Georgi M. Rosal is a senior partner at Charter Financial Group, a private financial advisory firm located in Houston, Texas and Annapolis, Maryland. Georgi is registered with Lincoln Financial Advisors Corp., a  registered investment advisor who has been a leader in financial planning in the United States for more than 50 years. Lincoln Financial Advisors is also a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation, which is a Fortune 500 company.  Georgi began her career in 1993 with Cigna Financial Advisors prior to its acquisition by Lincoln Financial Advisors.

For over 25 years, Georgi has worked with petroleum executives, Fortune 500 executives and business owners as well as with their children and grandchildren. Understanding that no two families are alike, Georgi focuses her financial planning around an individualized family vision and philosophy. Her mission is to educate and guide the client in making informed decisions to secure not only their financial future, but their legacy as well. She specializes in designing innovative retirement, tax reduction and asset protection solutions for those who have achieved substantial success.

Georgi is a lifetime member of the prestigious Resource Group^. She is also a member of the Resource Group’s investment committee which helps to bring new products and services to clients of Lincoln Financial Advisors. In addition, Georgi is a member of the WISE Group*, Lincoln’s women advisor’s network.

Outside of her professional career and commitments, Georgi is dedicated to giving back to her community. She is the President of the Board of Habitat for Humanity Northwest Harris County whose mission is founded on the conviction that every family should have the opportunity to own a decent home. Through past client events, she has raised funds for the MD Anderson Cancer Center, supported families living in Houston’s Ronald McDonald House and provided Christmas gifts to children under the care of Child Protective Services in Houston.

^The Resource Group (TRG) is an invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.

*The mission of The WISE Group is to assist women financial advisors with Lincoln Financial Network in the growth and recognition of their practice.