George Mentz JD, MBA, CWM®, QFP

A licensed attorney, Dr. Mentz holds a JD/Doctor of Jurisprudence in civil law, a Graduate Diploma Cert. in international law, and an MBA in tax and financial services. He is the first person in the U.S. to earn quad recognition and professional designations as a licensed attorney, MBA, and holder of financial planner licenses and financial consulting qualifications. Prof. Mentz is licensed in state and federal courts—USA, LA, EDLA—and is a licensed notary public – Mentz is also admitted to practice in the Federal US District Court of Colorado . Additionally, Mentz has passed exams and held licenses from FINRA/NASD, such as the Series 7, 63, and 65.

George Mentz was formerly in investment banking as a senior financial planner and wealth manager for an international Wall Street firm where he assisted in training over 5,000 employees and counseled the wealthiest clients. Dr. Mentz has taught over 200 graduate and undergraduate law and business courses and is the winner of several national faculty awards for excellence.

Prof. George Mentz is the author of dozens of books and essays and has been featured or quoted in the Wall Street Journal, The Hindu National, El Norte Latin America, Forbes, Reuters, the Financial Times, The China Daily, and the Arab Times. Further, Mentz has authored and edited dozens of books and articles addressing law, tax, management, finance, investments, risk, estate planning, wealth management and compliance and more.