,CFA®, CFP®
George specializes in financial planning for small business owners, college planning, retirement planning, endowments and foundations, and charitable giving. He values getting to know his clients and their families on a personal level, never taking for granted that they trust him with the most important aspects of their lives. George prides himself for his clear, supportive, and educational approach.
George has over 30 years of financial services experience. He joined Modera in 2011, upon its merger with Back Bay Financial Services. Before that, George spent ten years at an investment advisory firm in Wellesley, MA, where he served as president.
George received a B.A. in psychology from Colby College and an MBA from Boston College. He is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Analyst®, a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA) and serves on the board of BIDMC Milton Hospital Advisory. He currently serves as the Chief Investment Officer for Modera.
George was previously an adjunct faculty member in both Boston University and Northeastern University’s Certified Financial Planning programs. He provides pro bono financial planning services to cancer patients through the Dana-Farber Cancer Institute and volunteers for the Credit For Life financial literacy program.
A native of Massachusetts, George lives in Westwood, MA. His interests include running marathons, hockey, yoga, skiing, and cycling. George has been a soccer referee for 8 years.
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 Modera) with very important and personal aspects of their lives is a humbling experience and something that I do not take for granted.
What do you feel is a strength that you have?
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 would 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.
How do you do good in your community?
Through a partnership with the FPA of Massachusetts and the Dana-Farber Cancer Institute, I provide pro bono financial planning services to cancer patients and their families. I also volunteer in the Credit For Life financial literacy program.
When you retire you’re going to…?
Search for powder ski days 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.
Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER®
Investment Commentary: Q3 2025
George Padula, CFA®, CFP®
Chief Investment Officer, Wealth Manager & Principal