Kelly Henning (CFP®)

Kelly Henning focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Kelly Henning is a Wealth Manager at Modera Wealth Management, LLC. Her main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios. Kelly has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.  Kelly also serves as a member of the firm's Financial Planning Committee. 

Prior to joining Modera full-time, she was an intern at the firm in the summer of 2008 and the winter of 2009.  Kelly then served as a Client Services Specialist before serving as a Financial Analyst, Financial Advisor and Senior Financial Advisor for Modera Wealth Management, LLC.

Additional Information

Kelly earned a Bachelor's Degree in Economics and Business from Lafayette College and was named a Marquis Scholar, the College's highest academic honor. She is a member of National Association of Personal Financial Advisors (NAPFA) and is a CERTIFIED FINANCIAL PLANNER™ professional. She has served previously as the Social Media Coordinator for NAPFA Genesis, a peer-to-peer networking group for young NAPFA members. Kelly is a past member of the NAFPA 2013 Philadelphia conference board. 

In her free time, Kelly enjoys spending time with her family and traveling. (1/30/19ER)

NAPFA Start Date

December 11, 2012

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This Office

56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (201) 768-4600 Fax: (201) 768-1111