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 Involvement/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.

Introduction to ESG Investing

Environmental, social, and governance (ESG) investing has seen significant attention and growth. In this article, we will provide an overview of ESG and delve into the investing considerations.

2020 Q4 Investment Perspectives

Q4 2020 Investment Perspectives January 9, 2021 The summary below has been created by a professional transcription vendor upon review of the recorded presentation. Please excuse any typos as well as

2020 Q3 Investment Perspectives

Q3 2020 Investment Perspectives October 8, 2020 The summary below has been created by a professional transcription vendor upon review of the recorded presentation. Please excuse any typos as well as

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.

2021-10-01T15:32:45+00:00
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