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Academy of Finance &  Management ® -  George Mentz

Dr.Jur. George Mentz, JD, MBA, CWM ® , MFP Mas. Fin. Professional.
Licensed Advocate, Counselor of Law & Notary Public

"Founder of the Global  Academy Board of Standards"

Counselor Dr Mentz

  • Founder of the GAFM Academy of Finance  Management US Academic Operations Worldwide - 1996 International Board of Standards
  • The first person in the United States to achieve "Quad Designation" Status as a JD, MBA, QFP Qualified registered licensed financial planner, and Certified Financial Consultant.
  • Featured and quoted in the Wall Street Journal ™, The Hindu National, The Financial Times Asia, The Arab Times, and El Norte Latin America.
  • Licensed Attorney and Counselor of Law US Federal Courts EDLA and State License - LA
  • "GAFM  Certified Trainer" in wealth management, market analysis, and estate planning by the AAFM Board of Standards. GAFM  offers approved and accredited training worldwide in select countries.
  • Editor and Chief for the Original Tax and Estate Planning Law Review
  • Professor for Wealth Management In San Diego TJSL Law School LLM Program and Texas A&M Law School Curriculum Advisor and Faculty Advisor.
  • Elected to the Advisory Board of the Global Finance Forum - Switzerland
  • Board of Advisors of the World E-Commerce Forum & ERISA Fiduciary Guild
  • Author of Several books on Wealth Management, Human Potential & Project Management
  • Advisory Board Committe - Institute for Credentialing Excellence Education
  • Faculty Appointments and Graduate Excecutive Training Appointments for law schools, business schools, and Training Centers in: Miami, Denver, Hong Kong, Nassau, Bahamas, Silicon Valley, CA, Virginia, New Orleans, Dubai, San Diego, Chicago, and more.
  • Consulting to the US Government on Economic Trends and Employment Issues.
  • Designed the first LLM Wealth Management Curriculum in the USA which has achieved ABA review acquiesence.
  • Founder and Owner of the GAFM ™ Global Academy of Financial Management training group and founder of the IBS Finance Institute and  IPMC and Global Project Management Academy
*Professor Mentz addressing China National Media at the Global Wealth Management Summit in Beijing China

Contact Professor Mentz

  • USA Director and Chairman of the Global Wealth Management Advisory Board and Advisory Board to GAFM  Association Academy of Financial Management
  • Mentz is Creator and Founder of the "training company" brand name of:   Academy of Financial Management International  in 2004 in Europe.
  • Consulted with Wall Street and Banking Firms, Trained Financial Advisors, and Instructed Clients from 50 countries with specialized materials  on Financial Planning, Investing, Taxation, Insurance and Estate Planning.
  • Consulted with Several Fortune 100 Companies and International Banking Institutions
  • Diversified wealth management practitioner experience involving training, marketing, management, development, finance, financial planning, teaching, education, and e-commerce.
  • Mr. Mentz oversees several companies operating worldwide.
  • Teaching accredited college level estate planning, investments, economics, finance, & tax courses and topics along with e-commerce strategy, law, and marketing for several universities.
  • Inventor of the Legal and Plastic Surgery Z-5 Internet Marketing Program Worldwide™
  • Researched and published worldwide in the area of taxation, financial analysis, investments, estate planning, and financial consulting.
  • Appointed Faculty member St. Thomas Law School Graduate LLM Program in Miami.
  • Appointed Faculty for the prestigeous Silicon Valley SJSU E-Business Programs.
  • Full Time Faculty Appointment, Subject Matter Expert, Consultant, and full time law faculty.
  • Investment Advisor Representative Law Exams Passed.
  • Certified Financial Consultant License Achieved
  • Licensed and Registered Financial Planner Registration Achieved
  • Licensed and Certified E-Commerce Consultant Trainer
  • Corporate training and Course Development experience with major corporations and University Instruction Online and OnSite
  • On Faculty for Several Universities Teaching Online and On-Site
  • Faculty member 1995-2007 teaching business law, taxation , corporations, legal environment, business entities, e-commerce management and law, investments, ethics, financial planning, estate planning, wealth management.
  • Published, written, and presented multiple articles and research in venues such as print, magazine, journals, television, several college universities, and websites.
  • Keynote speaker at seminars, conventions, and conferences
  • Quoted and Author of Published articles in 20 Countries and 20 Major US cities on finance and ebusiness consulting.
  • Experience as a Top Wealth Management Advisor for a Wall Street Firm
  • Founding Shareholder of companies, joint ventures, and alliances in US, EU, Asia, Greece, Portugal, Africa, Belgium, Singapore, China, Russia, Canada, Malaysia, and other countries.
  • Member Phi Delta Phi International Legal Fraternity, Member Delta Kappa Epsilon International , Skull and Bones Friars Member, Member Scottish Rite Masonic Bodies, & Member of the York Rite and Royal Arch Masonic Bodies.
  • International television and press interviews in contries such as China, Mexico and USA
  • Keynote speaker in Beijing and Hong Kong. Featured in major newspapers throughout Asia.
  • Presented to International Financial Executives at the Geneva Wealth Mgt. Conference.
  • Master Financial Professional Trainer Certified
  • Negotiated International Agreements with CFP ™ Board and AIMR ™ International
  • Accepted as an Expert Witness NASD Arbitration Panel 2003
  • Founder of the AAFM AAPM and CEC Global Scholarship Program for disadvantaged students worldwide.

GRADUATE AND INTERNATIONAL EDUCATION FOR PROF MENTZ:

Doctor of Jurisprudence/JD Civil/International Law - Attended law courses at William & Mary and Tulane Law School Completing law studies in Madrid Spain, Sao Paulo Brazil, Cuernavaca Mexico. Loyola University School of Law (1996)

Gradute International Law Diploma - Certificate in International Legal Studies - (1996) - Satisfying all of the requirements for the International Law Graduate Program.

M.B.A. Loyola and Catholique University Graduate School in Louven, Belgium, Condor Falcon School Member, Chairman of the Tax & Estate Planning JD & MBA Law Review (1998) Completed research, studies, and provided international lectures in Belgium.

LSU BR/LA - Louisiana State University/Université de l'Etat de la Louisiane , Bachelor of Arts in International Politics
after attending courses in the USA and Europe Universität von Innsbruck UNO Program (1983-8)

PROFESSIONAL DESIGNATIONS AND SERVICE:

Chartered Management Consultant
Successfully Completed US SEC NASD Series 7, 63, & 65 Securities Licenses, Registered Investment Advisor Representative
Licensed Attorney, Licensed Financial Planner, Certified Financial Consultant, and Notary Public License
Investment Management Analyst Certificate, Policy, Analysis, and Manager Selection
CEC Certified E-Commerce Consultant
Board of Directors for 3 non-public companies and one charity

OTHER PAST WEALTH MANAGEMENT EXPERIENCE:

WESTEND CAPITAL MANAGEMENT CALIFORNIA - Ouside Consultant

WEALTH MANAGEMENT ADVISORY BOARD - ASIA

WEALTH MANAGEMENT COMMISSION - US

USERSTRATEGY.COM Global Executive Consultant

Research and Testimony as a Securities Expert in Arbitration Cases in assisting in protecting consumer rights and ethics in the profession. Advised on Suitability, Supervision, Misrepresentation, financial planning.

LEGG MASON WOOD WALKER, INC.
Senior Financial Planner, Wealth Management Advisor covering Multiple US States and several jurisdictions. One of four high net worth consultants for an International Firm. Wealth Management sales consulting, seminars, training, national presentations, television broadcasts, coaching, internal writing, net & web content, department compliance, and product consulting for LMWW. Wealth Management - A Team Leader for Southern U.S. Managing projects and events.

FIRST AMERICAN AMSOUTH BANK
Financial Officer, Wealth Management & Financial and Estate Planning Manager. Wealth Council Member. Trust Liaison for Region along with marketing, newsletter, presentation, training, and management capacities.

 Board of Standards of the Academy of Finance & Management Board of Standards LLC. owns the designation marks MFP MASTER FINANCIAL PROFESSIONAL (tm) CWM CHARTERED WEALTH MANAGER (TM) ACCREDITED FINANCIAL ANALYST - ACCREDITED MANAGEMENT ACCOUNTANT CERTIFIED RISK ANALYST CMA CERTIFIED AND CHARTERED MARKET ANALYST (TM) and federal copyrights which it awards to individuals who successfully complete initial and ongoing certification and charter requirements.

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