George McCuen

George McCuen joined The Mather Group as a wealth advisor in November 2025 following the merger of Napa Wealth Management. George began his career in 1987 and became a Certified Financial Planner in 1990. In 1997, George founded Napa Wealth Management.

He has served on TD Ameritrade’s Institutional Services Advisory Panel from 2000 to 2002 and from 2011 to 2013. Additionally, George serves on the National Independent Financial Advisory Panel, a 22-member panel of investment managers across the US.

In 2018, he earned the Certified Private Wealth Advisor (CPWA®) designation administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business.

George McCuen
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The financial industry has a saving problem
OPINION SEP 18, 2026
The financial industry has a saving problem

After years of encouraging sacrifice and delayed gratification, advisors have to do the next emotional lift: helping clients let go of a potentially harmful scarcity mindset.

A tech transition gone wrong
FINTECH MAR 28, 2019
A tech transition gone wrong

What other firms can learn from the problems we encountered in adopting a new technology system.