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.  He 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, Estate Planning, and investments.

 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 is a CERTIFIED FINANCIAL PLANNERTM, a member of the Financial Planning Association, 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 of 51 Walden, Board member of Ballet Russes Arts Initiative, Board member of Friends of Lexington Bikeways, pro bono investment advisor to his church's $3 million endowment fund,  and 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 grandson.

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

https://adviserinfo.sec.gov/individual/summary/5720367


                                                                    Coromandel Wealth Management    15 Muzzey Street    Lexington, MA  02421    (781) 728-9001                           CWM © 2021