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 Senior 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. She specializes in the unique planning needs of individuals and families who have a disability or other medical conditions, as well as those who identify as Lesbian, Gay, Bisexual, Transgender, or Queer (LGBTQ). Mindy has experience working in all areas of financial 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 see that all aspects of the financial plan work together.

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

Prior to working in the financial planning field, 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.

OUTSIDE OF MODERA - 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 fiancée 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.  (1/29/2020ER)

NAPFA Start Date

October 31, 2018

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This Office

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