Coromandel Wealth Strategies

George Gagliardi formed Coromandel Wealth Strategies 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 Portfolio Design.

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 an active certificant of the Certified Financial Planning (CFP®) Board of Standards, a member of the Financial Planning Association, and a Life Member of the American Association of Individual Investors.