Mindy Neira, CFP®, ChSNC®, is a Wealth Manager and Principal at Modera Wealth Management, providing financial planning and wealth management services to clients looking to grow and safeguard their wealth for the future. As an LGBTQ+ financial planner, Mindy understands the special considerations involved in planning for the queer community and their families. She also advises clients who need help navigating decisions related to special needs, disabilities, chronic illness or other medical conditions.
Mindy received a B.A. in economics and psychology from the University of Maryland. She is a CERTIFIED FINANCIAL PLANNER® professional* and a Chartered Special Needs Consultant®. She is NAPFA Diversity Equity and Inclusion (DEI) certified, a past co-chair of the NAPFA DEI Steering Committee and recipient of the NAPFA Inspiring Leader Award. She is also a member of the New Jersey Pride Chamber of Commerce, the Association of African American Financial Advisors and volunteers with Advisers Give Back.
* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser.
Website: moderawealth.com | LinkedIn: www.linkedin.com/in/mindyneira
