,CFA®, CFP®
George specializes in small business owners, college planning, retirement planning, endowments and foundations, and charitable giving.
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.
Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER®
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Investment Commentary: Q3 2024
George Padula
Co-Chief Investment Officer, Wealth Manager & Principal
Bill Hansen
Co-Chief Investment Officer, Principal