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George T. Padula, CFA®, CFP®

Chief Investment Officer, Principal & Wealth Manager

George T. Padula CFA®, CFP®
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George specializes in small business owners, college planning, retirement planning, endowments and foundations and charitable giving.

Professional Designations

Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™

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

Read more about George

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.

2020 Q1 Investment Perspectives

Andrà tutto bene. It is an expression being used increasingly across Italian social media amidst the severe COVID-19 breakout in that country. Translated, it means “everything is going to be all right.”  It’s a message of hope, a message of strength, and a message of looking ahead to better days.

2019 Q4 Investment Perspectives

In 2018 everything seemed to decline while 2019 was a year in which most investments gained significantly. It’s times like these that drive home how and why we emphasize and stress having a consistent and intentional strategy.

2019 Q3 Investment Perspectives

What a difference a year makes. A year ago, we were in the midst of a stock market rout. Recall that the S&P 500 fell 13.5% in the fourth quarter of 2018, as the Fed was still considering rate increases and the trade war with China was just beginning.

The Grand Canyon and Investing for the Long Term

A month, a year, even 10 or 20 years are short periods of time in the entire scheme of things. Just as the Grand Canyon wasn’t created in a day, neither can a successful investment strategy be measured in the returns of one week, six months or even three years.

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2020-07-29T20:29:38+00:00