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Tom Orecchio, CFA®, CFP®, ChFC®, AIF®

Chief Executive Officer, Principal & Wealth Manager

Tom Orecchio CFA®, CFP®, ChFC®, AIF®
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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

Training the Street

Modera and our CEO, Tom Orecchio (a Lafayette college alum) are proud to have sponsored the participation of 51 Lafayette College students in a Finance Immersion Bootcamp from “Training The Street”.  During this 2-day bootcamp, students were taught complex financial analysis techniques required for business valuation and merger and acquisition analysis.

Learn more about how we serve our community

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.

2020-06-24T13:35:25+00:00
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