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George T. Padula, CFA®, CFP®

Chief Investment Officer, Principal & Wealth Manager

George T. Padula, CFA®, CFP®2019-05-23T17:22:14+00:00
George T. Padula CFA®, CFP®

George specializes in small business owners, college planning, retirement planning, endowments and foundations and charitable giving.

Professional Designations:

CFA®, CFP®

Education:

Boston College, M.B.A.

Colby College, B.A., Psychology

Community/Leadership:

Board of Overseers at Beth Israel Deaconess Milton Hospital

Volunteer, pro bono, financial planner for patients at Dana Farber Cancer Center in collaboration with the Financial Planning Association of Massachusetts

Alumni Association of Boston College High School

Alumni Admissions interviewer for Colby College

What do you value most in your client relationships?

Getting to know our clients and their families as not just clients, but as friends. Knowing that they trust me, and us, with very important and personal aspects of their lives is a humbling experience and something that I do not take for granted.

What’s the one thing people say you’re best at?

I would hope that colleagues and clients would say that I am clear, educational and understandable in my work and my approach.  I would hope that friends and family will say that I can be counted on, that I will be there to lend a hand, be supportive or be a listener whenever, wherever with no hesitation.

When you retire you’re going to…?

Ski or play professional hockey.

Where did you grow up? Where do you live now?

Although I grew up in Milton, MA and live currently in Westwood, MA, I don’t have much of a BAWSTON accent, but can conjure one up if needed.

George’s Insights

2019 Q1 Modera Market Perspectives

Record is our word of the quarter. It describes the first quarter of 2019 and the fourth quarter of 2018, both of which were historically extraordinary performance quarters for the stock market, both up and down. The word record may also describe Modera Wealth Management because we often sound like a broken one when we say: “Stick with your financial plan, and do not try to time the stock market.”

Our Take on the Market|
Let’s Talk.

Modera Financial Planning & Wealth Management
535 Boylston St., Suite 300, Boston, MA 02116
617-247-0518

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