Mindy Neira (CFP®, ChSNC®)
Mindy Neira focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- LGBT Couples and Families
- Special Needs Planning
- Unmarried Couples
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- LGBT Couples and Families
- Special Needs Planning
- Unmarried Couples
- Women's Financial Planning Issues
Planning Specialties
Mindy Neira, CFP®, ChSNC® is a Wealth Manager and Principal at Modera Wealth Management, providing financial planning and wealth management services to clients looking to grow and safeguard their wealth for the future. As an LGBTQ+ financial planner, Mindy understands the special considerations involved in planning for the queer community and their families. She also advises clients who need help navigating decisions related to special needs, disabilities, chronic illness, or other medical conditions. As an LGBTQ+ financial planner, Mindy understands the special considerations involved in planning for the queer community and their families. She also advises clients who need help navigating decisions related to special needs, disabilities, chronic illness, or other medical conditions.
Additional Information
Mindy received a B.A. in economics and psychology from the University of Maryland. She is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Special Needs Consultant®. She is NAPFA Diversity Equity and Inclusion (DEI) certified, a past co-chair of the NAPFA DEI Steering Committee and recipient of the NAPFA Inspiring Leader Award. She is also a member of the New Jersey Pride Chamber of Commerce, the Association of African American Financial Advisors, and volunteers with Advisers Give Back.
NAPFA Start Date
October 31, 2018
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