Mindy Neira (CFP®)

Mindy Neira 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 Neira is a Senior Financial Advisor with Modera Wealth Management, LLC. Mindy helps individuals and families who have planning needs centered around disability or other medical conditions. She also partners with those who identify as Lesbian, Gay, Bisexual, Transgender, or Queer (LGBTQ+). She works closely with her clients to understand their unique planning needs, organize, and prioritize their goals, and build a comprehensive financial plan to help them achieve success.

Mindy began her finance career with Fidelity Investments in 2011. During her time there, she developed and maintained relationships with high-net-worth individuals and their families to help them create financial plans to achieve long term wealth. She also worked closely with women's networking groups to provide educational events aimed toward empowering women to be more engaged in their financial lives.

Additional Information

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.

Mindy received her Bachelor of Arts degree in Economics and Psychology and a minor in Spanish from the University of Maryland, Baltimore County (UMBC). Mindy is a CERTIFIED FINANCIAL PLANNERTM professional and a Chartered Special Needs Consultant®.

Outside of Modera, Mindy resides in Cedar Grove, NJ with her wife Lisa and puppy Avery Michele. In her free time, she enjoys trying new restaurants and cuisines in the area, traveling abroad, reading thriller fiction books, and visiting her family in Maryland while occasionally catching a Ravens game at M&T stadium. Additionally, Mindy supports various non-profit organizations such as the Human Rights Campaign (HRC), Lustgarten Foundation for Pancreatic Cancer Research, and Autism Speaks. (CAM 3168)

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