Modera continues to support our peers within the National Association of Personal Financial Advisors (NAPFA) by volunteering for various initiatives within the organization. Chuck Roberson recently served on the logistics planning committee for NAPFA’s National
Modera is committed to supporting a wide range of charitable organizations including Volunteers of America Massachusetts, Bergen Volunteer Medical Initiative, YWCA of Boston, and the National MS Society New Jersey Metro Chapter.
In 2016, Modera (New Jersey and Massachusetts) invited local high school students to apply for its week-long “Business Scholar Early Immersion Program.” The program provided recipients with both a broad overview of the business
Modera Florida participated in the 2016 Free to Breathe Run/Walk to raise awareness of lung cancer. Modera was honored as the top team fundraiser for the event and featured in two articles in the
In 2016, Modera Massachusetts participated in the regional Making Strides Walk in support of the American Cancer Society.
Colleagues from Modera New Jersey and Modera Georgia assembled and donated chemo comfort kits to patients served by CancerCare, and manned a free financial advice hotline for families affected financially by their cancer diagnoses.
Ryan Pope spoke to Georgia Tech students taking the Health Initiatives Department’s Transit Financial Wellness Course, a comprehensive class designed to help students to understand their finances and successfully transition in and out of the
Team Modera (New Jersey) participated in another year of Cycle for Survival, benefiting the Memorial Sloan Kettering Cancer Center in its efforts to fund research against rare cancers.
In 2018, Modera Florida held a festive holiday gift-wrapping party to benefit the Boys and Girls Club of Citrus County, which promotes the social, educational, health, leadership, and character development of boys and girls
Modera North Carolina purchased gifts for Kids First of the Carolinas that were on their Amazon Wish List.