One of Modera’s core values has always included supporting our local communities. We are aware that many people are and will continue to be affected by COVID-19, and we want to do our part
Colleagues from Modera’s Florida office supported Habitat for Humanity of Citrus County in November by participating in various hands-on home building activities.
Modera’s Florida office helped bring joy to the children served by The Boys and Girls Club of Citrus County and the Citrus County Family Resource Center, with a bounty of gifts for the holidays.
Each Modera office participated in the 2019 Wear Blue to Work Day, wearing blue and serving treats with blue wrappers to raise awareness of autism. In 2020 we participated virtually by creating signs to
For the firm’s 2017 Annual Day of Service endeavor in October, colleagues at Modera Florida, Modera New Jersey, Modera Massachusetts, and Modera Georgia, delivered presentations on budgeting, savings, debt, retirement, investments and career development to
The Modera Charitable Foundation, organized and directed by Modera employees, provides annual donations to local civic, charitable, and non- profit organizations. Recent recipients included: Greater Boston Food Bank, Camp Starfish, Big Brothers Big Sisters,
In 2016, Modera staff members participated in team-building and fundraising activities for local charities committed to cancer research and awareness.
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 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
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