With over 25 years of experience in wealth management, Tom has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. During that time, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts and others in all areas of their investment and wealth management needs.
Professional Designations
Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Accredited Investment Fiduciary®
Education
B.A. in Government and Law from Lafayette College
Community Involvement / Leadership
Member Northeast Advisory Board – Lafayette College
Member Finance Committee of the Cathedral of Saint John The Theologian
Board Member – Northvale PAL, Inc.
President – NV Eagles Youth Football
Treasurer – Bergen County Junior Football League
Member – 20/20 National Study Group
Member – National CEO Study Group
Giving Back
Read more about Tom
What do you value most in your client relationships?
The personal bonds we create and the ability to help clients achieve their goals.
What sparked your interest in financial planning?
Money is a tool and when used correctly and kept in perspective it can be a powerful tool in helping to achieve one’s goals and secure financial independence.
What do you enjoy most about working at Modera?
The people. Our staff makes coming to work a pleasure.
Where did you grow up? Where do you live now?
Grew up in and around the communities that our NJ office serve. Live in Old Tappan since 1999.
Tom’s Insights
College Countdown: What Every Parent Needs to Know
My middle son is off to college at the end of this summer. While this is not our first rodeo, I feel like in the face of the ongoing pandemic it’s even more important to make sure that critical protections are implemented.
U.S.News: 401(k) Mistakes Job Hoppers Make
Tom Orecchio, CEO, Principal & Wealth Manager at Modera was quoted in this U.S. News article about some common 401(k) mistakes when switching employers.
Forbes: How These 19 Founders And CEOs Are Leading During The COVID-19 Crisis
Modera CEO, Tom Orecchio, was quoted in this Forbes article about leadership during the COVID-19 crisis.