Mindy Cleaveland (CFP)

Mindy Cleaveland focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Special Needs Planning
  • Women's Financial Planning Issues

Planning Specialties

Mindy Cleaveland is a Financial Advisor with Modera Wealth Management, LLC. Mindy works with individuals and their families to build and execute financial plans to help them achieve their wealth goals. Mindy has experience working in all areas of wealth planning, including retirement planning, estate planning, tax planning, risk management and investment management. In addition, she works closely with clients’ other professional advisors, such as accountants, estate attorneys, and insurance agents, to ensure all aspects of the financial plan work together.

Mindy began her finance career as a Financial Consultant with Fidelity Investments. In this role she held comprehensive reviews with her clients to assess the health of their financial goals and provide them with various considerations to improve or maintain their plan.

Prior to joining the industry, Mindy worked as an in-home therapist for children with autism and their families. She created and implemented behavioral, social, and educational intervention programs to help the children reach their maximum potential.

Additional Information

Mindy received her Bachelors of Arts degree in Economics and Psychology from the University of Maryland, Baltimore County. In the summer of 2008 she studied Spanish at the Universidad de Guanajuato in Mexico. Mindy is a CERTIFIED FINANCIAL PLANNERTM professional.

In her free time, Mindy enjoys trying new restaurants and cuisines in the area, traveling abroad, visiting her family in Maryland and occasionally catching a Ravens game at M&T stadium. She resides in Fort Lee, NJ with her partner Lisa. Additionally, Mindy supports various charities and charitable events such as Lustgarten Foundation for Pancreatic Cancer Research, Stephen Siller Tunnel to Towers 5k, and the “Light It Up Blue” campaign to raise awareness for autism.  (1/30/19ER)

NAPFA Start Date

October 31, 2018

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This Office

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