Moda: Trusted Advisors for Every Step of Your Financial Journey 00:10:00
Tom Orecchio CFA®, CFP®, ChFC®, AIF®. Chief Executive Officer, Wealth Manager & Principal. With over 25 years of experience in wealth management, Tom has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. During that time, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts and others in all areas of their investment and wealth management needs.
