Coromandel Wealth Strategies is a fee-based financial planning firm located in Lexington, MA with clients in the Northeast and across the US. We are a full-service financial advisory firm with expertise in retirement planning, tax reduction strategies (family and business), estate planning, insurance, portfolio design, and retirement income planning. As fiduciaries, we always put our clients’ interests first and foremost. We work with individuals, couples, and small business owners to help them improve their lifetime financial situations.
George Gagliardi holds a CERTIFIED FINANCIAL PLANNER® certification, is a licensed fiduciary with a Series 65 license, a member of the Financial Planning Association, and a Life Member of the American Association of Individual Investors. He is also an active member of the Ed Slott Master Elite IRA Advisor Group, which provides the firm with continual access to education and resources for tax reduction strategies. George is a Phi Beta Kappa and Magna Cum Laude graduate of Yale University with a degree in Engineering and Applied Science, and an MBA from Babson College with Highest Distinction.
