Biography


George Gagliardi, CFP®, MBA
Financial Advisor

George Gagliardi formed Coromandel Wealth Management after a successful career as a technology industry executive, small business entrepreneur, and management consultant.  George has been involved in investing and personal financial planning for most of his adult life, and brings to Coromandel a depth of knowledge of business, personal finance, economics, and investment strategies.  His areas of expertise include Retirement Planning, Tax Reduction Strategies, Family Wealth Management, Estate Planning, and Asset Investment Allocation.

 George is a Phi Beta Kappa and Magna Cum Laude graduate of Yale University with a degree in Engineering and Applied Science, and holds an MBA from Babson College with Highest Distinction.  He has a Certificate in Financial Planning, is a member of the Financial Planning Association, an active certificant of the Certified Financial Planning (CFP®) Board of Standards, an active member of the Financial Planning Assocoation, and a Life Member of the American Association of Individual Investors.

George is active in a number of community and alumni organizations, including Board member and Treasurer of the Children's Center of Lexington, Board member and Treasurer of 51 Walden, Board member of Friends of Lexington Bikeways, and pro bono investment advisor to his church's $3.3 million endowment fund; member of the Lexington Bicycle Advisory Committee, past President and Treasurer of Yale Science & Engineering Association, past Board Member of the Yale Club of Boston, and past chairman of First Parish in Concord’s Annual Appeal.  A long-time resident of Concord and Lexington, George currently resides in Lexington with his younger son and grandson.

George can be reached at (781) 728-9001, or by email at: George@CoromandelWM.com.



                                                                                          Coromandel Wealth Management    15 Muzzey Street    Lexington, MA  02421    (781) 728-9001               CWM © 2017