Wednesday, November 30th, 2011

Year-end planning involves remembering to focus on areas you can control. In spite of the current economic and political uncertainty, one can uncover financial planning opportunities to be thankful for this year and in 2012.

Author Bio

Thomas A. Orecchio, CFA, CFP, ChFC, CLU, AIF is principal and wealth manager at Modera Wealth Management in Old Tappan, 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@ModeraWM.com.

Blog Information

Tom Orecchio, CFA, CFP, ChFC, CLU, AIF Tom Orecchio's Physician's Wealth Manager blog looks at the principles of wealth management and financial planning to achieve financial success.

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