Georgios Liakakis
Partner Advisor, Tax Specialist
CPA, CFP®, MSA
Georgios Liakakis is a Partner Advisor, CERTIFIED FINANCIAL PLANNER® professional, and CPA serving Allworth’s Lynnfield, Massachusetts, office. With more than 15 years of experience in public accounting, he specializes in business and individual tax planning alongside comprehensive financial planning. His combined background in accounting and wealth management allows him to help clients understand how tax and financial decisions work together to support their long-term goals.
In addition to his professional experience, George brings firsthand insight into the challenges and opportunities of business ownership. Having owned and operated several restaurants in the Lowell, Massachusetts area alongside family members, he understands the unique financial considerations entrepreneurs face and applies that perspective when advising business owners and their families.
George earned his Master of Science in Accounting from the University of Massachusetts Lowell. A lifelong Lowell resident, he and his wife, Vasso, are raising their son, Dionysios, in the community they proudly call home. Outside the office, George enjoys spending time with family and friends while staying active through sports, both as a participant and a fan.
Every client relationship begins with a comprehensive discovery process. I believe the best advice comes from understanding not only a client’s financial picture, but also their goals, values, family dynamics, and what financial success means to them. That foundation allows me to develop recommendations that reflect the whole person, not just the numbers.
From there, I take a collaborative approach to planning, recognizing that financial decisions are rarely made in isolation. Whether we’re discussing tax strategies, business considerations, retirement planning, or long-term wealth goals, I strive to ensure each recommendation fits within the broader context of a client’s financial life.
My clients can expect a true partnership built on clear communication, timely follow-through, and proactive guidance. My focus is to act in their best interests while providing thoughtful advice that helps them move forward with confidence.
Helping clients make thoughtful financial decisions so they can focus on what matters most is what I enjoy most about this work. Whether that means retiring comfortably, providing for family, pursuing a lifelong passion, or leaving a meaningful legacy, I believe financial planning should support the life someone wants to live, not simply grow their wealth.
In fact, the greatest reward often comes years later, when the plan we create together becomes reality. Seeing clients retire on their own terms, enjoy more time with the people they love, or achieve goals they once thought were out of reach reminds me why I chose this profession.
CFP®: CERTIFIED FINANCIAL PLANNER® professional
CPA: Certified Public Accountant
MSA: Master of Science in Accounting
I believe balance is the key to a fulfilling life, and thoughtful financial planning helps make that possible.
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