Giles Almond CPA/CPS, CFP®, CIMA®

Giles provides advice to high net worth individuals, families, businesses, non profit organizations, and fiduciary clients in all areas of their investment and wealth management needs.

Professional Designations:

CPA/PFS, CFP®, CIMA®

Education:

University of North Carolina – Wilmington, B.S., Accounting

Community Involvement/Leadership:

Elder, Central Church of God, serving on the Finance Committee.

Member, Advisory Board, Church of God Children’s Home, Concord, NC.

What sparked your interest in financial planning?

Seeing how a relative was harmed and anguished by bad financial advice.

What fuels you every day in your work?

Knowing that we can make a difference in the quality of our clients’ lives and that of their families.

What’s a particularly rewarding example of how you helped to create impact for a client?

Tax law changes have created planning opportunities over the years that can make a material difference in our clients’ tax liabilities.

When you retire you’re going to…?

Travel, spend more time with family, work on my wife’s project list, and spend more time on outdoor recreation (fishing, hunting, hiking, gardening, swimming, and maybe even golf at some point).

Let’s Talk.

Modera Financial Planning & Wealth Management
831 East Morehead Street, Suite 760, Charlotte, NC 28202
704-358-3322