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Prof.
George Mentz, JD, MBA, CWM ™, MFP Mas. Fin. Professional.
Attorney
at Law & Notary Public
- Prof.
Mentz - CEOl & Chairman for AAFM Worldwide - Board of Standards
2009.
- The
first person in the United States to achieve "Quad Designation"
Status as a Doctorate, MBA, licensed financial planner, and
Certified Financial Consultant.
- Featured
and quoted in the Wall Street Journal ™, Reuters, Morningstar,
The Hindu National, The Financial Times Asia, The Arab Times,
El Norte Latin America, Forbes News, The Business Wire, Global
News, EuroInvestor News UK, Yahoo Finance, News, Digital50 News,
Direkt Broker Germany News, Ad Hoc News, Centre Daily News,
Earth Times, Yahoo News, University of California News, ArabianBusiness.com
NEWS, Express Computers Business News in India, and more.
- Licensed
Attorney and Counselor of Law US Federal Courts EDLA and State
License - LA USA
- Editor
and Chief for the Original Tax and Estate Planning Law Review
- Professor
for Wealth Management San Diego TJSL Law School LLM Program
- Advisory
Board of the Global Finance Forum - Switzerland 2006-7
- Past
Board of Advisors of the World E-Commerce Forum & ERISA
Fiduciary Guild
- Author
of Several books on Wealth Management, Human Potential &
Project Management
- 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.
- Mentz
has provided Consulting to the US Government on Economic Trends
and Employment Issues.
*Professor
Mentz addressing China National Media at the Global Wealth
Management Summit in Beijing China
Mentz
in 2009 has been quoted in Industry News such as: Forbes
News, The Business Wire, Reuters Global News, EuroInvestor
News UK, Yahoo Finance, Morningstar News, CNBC, Digital50
News, Direkt Broker Germany News, Ad Hoc News, Centre Daily
News, Earth Times, Yahoo News, University of California
News, ArabianBusiness.com , Express Computers Business News
in India, College Education Weekly, and more. |
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Contact Professor Mentz
- USA
Director and Chairman of the Global Wealth Management Advisory
Board and Advisory Board to AAFM American Academy of Financial
Management
- Consulted
with Wall Street and Banking Firms, Trained Financial Advisors,
and Instructed Clients from 30 jurisdictions 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 1995-2009 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.
- Mentz
has also recently been quoted or published in the: AACRAO Journal,
The JITI Journal, Educause Journal, StudentAffairs.com, Journal
of Technology in Counseling, The NACAC, and more
- Distinguished
Faculty Award, Team Faculty Award
- Passed
Securities Exams - Series 7, 63, 65 Securities Licenses - Presently
Non Updated
- Licensed
and Nationally Registered Financial Planner RFP.
- Registered
Investment Advisor Representative (passing investment advisor
Law exam)
- Licensed
Counselor of Law in Louisiana and Federal Courts (E.D.LA)
- Certified
Financial Consultant, CFC license - Achieved as per completing
graduate requirements.
- Completed
all Cert. Financial Planner ™ educational requirements as per
express approval by the LA C/FP Program Director.
- Completed
Federal Income Tax Certificate Award JH
- Phi
Delta Phi International Legal Fraternity (Initiated Member)
- Pi
Sigma Epsilon - International Business and Marketing Fraternity
(Initiated Member)
- Delta
Pi Epsilon - Business Professors and Educators Society (Initiated
Member)
DOCTORAL
EDUCATION, MASTERS EDUCATION AND STATE AND FEDERAL GOVERNMENT
LICENSES:
-
Juris
Doctorate in 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)
-
Graduate
International Law Diploma Cert. -
International Legal Studies Cert.- (1996) - Satisfying all of
the requirements for the International Law Graduate Program
Specialization.
-
M.B.A.
Loyola and Catholique University Graduate School in Louven,
Belgium, Condor Falcon School President, Chairman of the Tax
& Estate Planning JD & MBA Law Review (1998) Completed
research, studies, and provided international lectures in Belgium.
Completed courses and Lectured at Katholieke Universiteit Leuven
-
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)
- Government
License USA (LA) to counsel in International Law and Domestic
Federal Law after completing doctorate degree with international
law focus. One of the first people in the USA to be credentialed
and compliant to teach law in all 50 states for both undergraduate
and graduate programs. Federal License - USA Courts EDLA.
International
Recognition and Relations: Recently quoted, featured,
or published in the: Wall Street Journal, Financial Times, The
Hindu National, The El Norte Mexico, Yahoo Finance, SOHU, NBC
Television, PAXC TV, The TLC Channel, LRW TV, FIT-TV, Peer Reviewed
Journals, and magazines in 50+counties.
PROFESSIONAL
DESIGNATIONS AND SERVICE:
AAFM
Certified Market Analyst and Registered Financial Analyst, Master
Financial Professional, Chartered Trust and Estate Planner Triple
Board Certification.
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 - Consultant and Lawyer Regarding
Securities
WEALTH
MANAGEMENT ADVISORY BOARD - ASIA
WEALTH
MANAGEMENT COMMISSION - USA
Wealth
Management Training - Curriculum Committee TJSL Law School Graduate
LLM Program : Designing and Crafting Wealth Management Training
Programs that have been reviewed and approved by the ABA Accreditation
review and disclosure.
Featured
with Wealth Management International Recognition: Wall
Street Journal, The Hindu National, The El Norte Mexico, The Financial
Times Asia, & Several Middle Eastern News Companies.
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 - Now Regions Financial (Which is
a top 20 Bank in the USA)
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. Training and consulting with brokers, trust officers,
and advisors in several states giving speeches to clients and public
in several states.
American
Academy of Financial Management Board of Standards LLC. owns the
designation marks MFP MASTER FINANCIAL PROFESSIONAL (tm) CWM CHARTERED
WEALTH MANAGER (TM) 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.
The
AAFM Global Board of Standards is headed by its CEO and Chair in the
United States: Prof. Dr. George Mentz, JD, MBA, CWM - Attorney at
Law. The Global Certifications and Voice of the AAFM are supervised
and owned by the AAFM Board in the USA.
American
Academy of Financial Management
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