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Mindy Neira, CFP®, CHSNC®

Modera Wealth Management

Mindy Neira, CFP®, CHSNC®

Modera Wealth Management

Mindy Neira, CFP®, CHSNC®

Modera Wealth Management

Profession LogoFINANCIAL PLANNER

The trust my clients place in me. My specialty focus area is with individuals and families who have planning needs related to disability or other medical conditions. I also partner with those who identify as Lesbian, Gay, Bisexual, Transgender, or Queer (LGBTQ). The elements of planning associated with both of my specialty areas create unique challenges for my clients, and often the planning process can be emotional. Along the way though, I learn about my clients’ unique stories and background, witness their pride in their success and the successes of their loved ones, see the many pictures of their children or grandchildren, hear about their recent vacations, join them in their philanthropic endeavors, and so much more. I am grateful my clients trust me not only to help them with their financial lives, but also to share with me their many other life experiences.

Seeing the weight lifted off my clients’ shoulders after implementing their financial plan, is what fuels me in my work every day. My clients typically have unique planning needs. Sometimes they aren’t sure where to even begin addressing these needs. Other times they have an idea but are overwhelmed by everything else going on in their lives; financial planning tends to take a back seat. And many times, they are worried about where their financial future lies. That’s where I come in to help them organize and prioritize their goals, identify areas of improvement, and most importantly implement any changes and continue to monitor the plan regularly.

Firm Description

Modera serves as the leader of your financial team, handling overall coordination of aspects that can affect your financial life.  Allow us to help you put together your puzzle so you can have more free time. With your Modera team behind you, you can focus your time on what matters most to you.

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

56 Jefferson Ave.
Westwood, NJ 07675

On the web

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Topics

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