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.  His main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing client 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 education funding, tax-aware investing and planning for life’s transitions.  He works with clients to design realistic, long-term personalized financial plans.  He has over 25 years of experience on Wall Street, in addition to his financial planning career. 

Prior to joining Modera, Pete worked as a financial planner at Highland Financial Advisors, LLC.  Before starting his financial planning career, Pete was a Senior Vice President at Lehman Brothers.  

Pete earned a Master of Business Administration degree with a concentration in Finance from Baruch College of the City University of New York.  He also holds 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.  Pete is 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 

Additional Information

Pete is a member of the Financial Planning Association and serves as a Director for the Financial Planning Association of New Jersey (2015-18).  He is the 2018 Co-chair of Education and Professional Development and previously served as Chair (2015-17).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 is a volunteer Ski Patroller at Mount Peter in Warwick, NY.  He and his wife Terri have three children who are pursuing their educations. 7/17/18/MV. 

NAPFA Start Date

May 08, 2018


This Office

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