“My goal is to provide clients with peace of mind and confidence in their financial future. I strive to make a positive difference in their lives by delivering exceptional service and tailored financial planning solutions.”
Georgi Calderone is a Planning Associate with Modoras. She has been in the industry for over 15 years and has extensive experience as a Financial Planner. Georgi believes that by providing exceptional financial planning services, clients can achieve their financial goals and gain peace of mind.
As a Planning Associate, she works closely with the financial planning team members to provide support and assistance in various aspects of the financial planning process. She is responsible for training Personal Service Associates to ensure that they have the knowledge and skills required to provide clients with the highest level of service possible.
She also plays a key role in training and mentoring members of the Financial Planning team, ensuring that they are equipped to provide clients with tailored financial planning solutions that meet their unique needs and goals.
With her experience, expertise, and dedication to above-the-line service, Georgi is a valuable member of the Modoras Financial Planning team. In her free time, she enjoys spending time with family and friends, exploring new places, and pursuing her passion for photography.