Peter McKenna (CFP®, MBA)

Peter McKenna focuses in the
following client markets or areas of practice:

  • AUM
  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

 

Peter J. McKenna is a Senior Financial Advisor at Modera Wealth Management, LLC. He helps clients develop their financial plans, implement wealth management strategies and manage their investment portfolios. In his role, he serves individuals and families throughout the United States. Pete has extensive experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management. He specializes in executive compensation, education funding, tax-aware investing and planning for life’s transitions.

PROFESSIONAL EXPERIENCE - Prior to starting his financial planning career, Pete worked as a Senior Vice President at Lehman Brothers with over 25 years of experience on Wall Street.

Additional Information

EDUCATION - He earned a Master of Business Administration degree with a concentration in Finance from Baruch College of The City University of New York, a Bachelor of Science degree in Public Accounting from the State University of New York, College at Oswego, and a Certificate in Financial Planning from the New York University School of Continuing and Professional Studies. As a Certified Financial PlannerTM professional, Pete has been quoted in local and national media in the areas of personal finance and education planning. His media credits include CNBC digital, the Newark Star-Ledger and NJ MoneyHelp.com.

OUTSIDE OF MODERA - Pete is a member of the Financial Planning Association and served as a Director for the Financial Planning Association of New Jersey, from 2015 to 2018. Pete resides in Ridgewood, NJ where he is president of the Concerned Residents of Ridgewood, serves on the Finance Committee of Westside Presbyterian Church and was a volunteer Ski Patroller at Mount Peter in Warwick, NY. He and his wife Terri have three adult children who are pursuing their education.  (CAM 2794)

NAPFA Start Date

May 08, 2018

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This Office

56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (301) 998-6595 Fax: (201) 768-1111