George Khalsa & Associates

703-791-1283
george.khalsa@lpl.com

George Khalsa and Associates is a financial services firm aligned with LPL Financial. We are a family owned and operated business working out of Sterling VA.

The founder, George, has 30+ years of experience in the financial services business. The associates include son, Satnam Khalsa, a fully licensed advisor and daughter, Hari Doue who is the firm’s practice manager.

In working with new clients, Financial Planning is step one; the ongoing work is the managing of client money through the accumulation phase, through the variety of money transitions any of us may face (such as job change, 401k rollover, divorce, death in the family, inheritance) through the retirement years when an intelligent distribution plan from your investment portfolio provides regular income for the rest of your life.

We manage our clients’ assets on a fiduciary basis using individual stocks, bonds, mutual funds, and exchange traded funds.