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LOS ANGELES
George Dulgeryan
Vice President, Private Wealth Advisor
213.452.2778
LinkedIn Profile
EXPERIENCE
  • Banker, J.P. Morgan Private Bank
  • Director, Planned Giving, California Community Foundation
  • Tax Senior Consultant, Deloitte
  • Board Member, Pasadena Community Foundation
  • Board Member, Food Forward Inc.
  • Advisory Committee Member, Sequoyah School
  • Advisory Committee Member, The Huntington
EDUCATION
  • B.A., History, University of California, Los Angeles
  • J.D., Loyola Law School, Los Angeles
  • Master in Tax Laws (LL.M.), Loyola Law School, Los Angeles

How I support my clients
I am a former lawyer who helps individuals, families and nonprofit organizations navigate the intricacies of wealth planning and investment management. I turn complexity into strategic choices, collaborate closely with your external advisors and proactively plan for milestones. My board work and community service keep me grounded and my immigrant journey drives my commitment to guide with care. 

Why I work at Capital Group Private Client Services
This firm lets me provide boutique‑level attention with both the scale and research depth of our parent firm Capital Group, a privately owned firm founded in LA in 1931, with the mission of improving people’s lives through successful investing. Capital Group’s long‑term, research‑driven approach help me deliver customized strategies with institutional‑caliber resources for every client.

What I find rewarding about my job
Watching clarity replace anxiety. When a family funds a child’s education, a founder completes a sale or a nonprofit expands its mission, I see planning turn into possibility. I love being the first call in pivotal moments and responding with steady guidance. Making an impact across generations and communities is deeply rewarding.

"My primary focus is to be a steadfast steward, helping people align assets with what matters most. I aspire to provide clear guidance, diligent execution and reliable care so my clients can move forward with confidence."

George Dulgeryan
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Capital Group Private Client Services does not provide legal or tax advice. For estate planning or taxation matters, investors should consult with a legal and/or tax advisor regarding their individual circumstances.

 

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