Giles K. Almond,  CFP<sup>&reg;</sup> - Financial Advisor

Giles K. Almond, CFP®

CPA, PFS, CIMA

Wealth Manager

Modera Wealth Management, LLC

831 E Morehead St, Suite 760
Charlotte, NC 28202
FINANCIAL ADVISOR'S WEBSITE
(800) 493-3323
(704) 940-4292

General

Giles Almond is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modera Wealth Management, LLC in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Retirement, Personal Taxes

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