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James Serrano CFP® MSEEM currently serves as a Portfolio Manager at Modera Wealth Management, overseeing firm-wide trading and portfolio management processes. Previous roles include Associate Financial Planner at Teach Plan Retire & AEL Wealth Management and ESG Summer Analyst at Crestview Partners. James has extensive experience in client relationship management and financial planning from positions at Charles Schwab, where customized financial plans were delivered, and as an Associate Financial Consultant, Investment Consultant, and High Net Worth Specialist. As the founder and president of the Financial Planning Association (FPA) student chapter at Indiana University Bloomington, James fostered networking opportunities and professional development for members. An academic background includes a Master’s in Sustainable Energy and Environmental Management from Georgia Institute of Technology and a High School degree in Financial Planning and Services from Indiana University Bloomington.