Georgina Tobchan

Georgina Tobchan is an associate in the Austin, TX office. She is a member of the planning team, providing support to advisors and clients through comprehensive financial planning. Georgina works closely with advisors to identify each client’s financial needs and runs a variety of analysis – including retirement, taxes, estate planning, long-term care, and life insurance – to help clients achieve their long-term financial goals.

Prior to joining Cerity Partners, Georgina earned her degree in Business Management from BYU-Idaho and began her career at Charles Schwab, where she obtained her Series 7 and 63 licenses. Seeking a more direct impact on clients’ lives, she later joined Austin Private Wealth, a registered investment advisor firm, which allowed her to continue pursuing her goal of becoming a financial advisor.

In her spare time, Georgina enjoys exploring new restaurants, golfing with her partner, hosting dinner parties, traveling (24 countries and counting!), and discovering new experiences.

Learn more about my practice.