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George T. Padula, CFA®, CFP®

Chief Investment Officer, Principal & Wealth Manager

George T. Padula, CFA®, CFP®2019-07-25T14:05:09+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

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Identifying and Working Towards Your Personal Financial Goals

Modera Wealth Management is a fee only registered investment advisor firm. We specialize in financial planning and investment management to help our clients identify and work toward achieving their financial goals. We build deep financial relationships with our clients. It takes time, but we do this because we want our clients to feel confident that they’re making the right financial and investment decisions for themselves and their families. I say deep financial relationships because it’s a deeper interaction that we have with our clients. We want our clients to feel confident that we’re working in their best interests at all times. Our team of certified financial planners, we’d love to have a conversation with you on your financial goals and aspirations. Please give us a call to schedule your no obligation discussion on how Modera Wealth Management could help you.

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Booking an Engaging Personal Financial Speaker

Are you having trouble finding engaging speakers for your next organizational or company event. Are you looking for speakers who are educational, motivational, and won’t put people to sleep? Modera’s professionals can speak on many relevant topics to your organization. Topics such as the new tax laws, retirement income, wealth management, investment management, wealth transfer, equity-based compensation programs, stock options. Modera Wealth Management offers its professionals at no cost is speakers to your group to help educate on these personal, professional and financial planning topics. Please give us a call. We’d be more than happy to have a conversation about how we can help your event succeed.

2019 Q2 Investment Perspectives

Investment performance in both U.S. stock and bond markets has been strong year-to-date and while some investors are concerned about a sell-off, others are worried: worried about a possible recession, worried about interest rates, uncertain about growth. They’re also worried about missing out on the next big thing, worried about “beating the markets” and perhaps not worrying enough about the risks of their investments.

Our Take on the Market|

2019 Q1 Investment 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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