Physician's Wealth Manager
  • Tom Orecchio, CFA, CFP, ChFC, CLU, AIF, Tuesday, August 14th 2012
    With current rates at historic lows, people are able to lock in a shorter-term loan and still end up with monthly payments equal to or less than what they were paying with a longer-term mortgage.
AUTHOR BIO
Thomas A. Orecchio, CFA, CFP, ChFC, CLU, AIF is principal and wealth manager at Modera Wealth Management in Westwood,NJ. From portfolio management and tax planning alternative investments and estate planning, Tom assists physicians through truly comprehensive wealth management. Mr. Orecchio can be reached at TomO@ModeraWealth.com.
BLOG INFORMATION
Tom Orecchio examines the principles of wealth management and financial planning-from portfolio and tax management to alternative investments and estate planning-to help physicians achieve financial success.
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