March 2022 Issue: Taking Pride in her Clients' Successes by Bridget McCrea-Taking Pride in her Clients' Successes by Bridget McCrea

Taking Pride in her Clients' Successes by Bridget McCrea

Pdf Summary

Mindy Neira is a principal and wealth manager at Modera Wealth Management LLC in Westwood, NJ. She specializes in serving individuals, couples, and families with unique financial needs related to chronic illness, disability, and identifying as LGBTQ+. With a background in psychology and experience working as a therapist for children with autism, Neira brings a unique perspective to financial planning. She joined Modera in 2018 and became a member of NAPFA at the same time. Neira is also actively involved in NAPFA's Diversity, Equity, and Inclusion (DEI) Initiative, working to create a more inclusive membership and profession. Her firm, Modera Wealth Management, is focused on providing comprehensive financial services and helping clients implement their financial plans. They use low-cost investment options, including index funds and active funds, to build diversified portfolios. Neira is also excited about the growth of environmental, social, and governance (ESG) investing and offers these options to clients based on their preferences. She actively promotes her services through marketing efforts focused on her specialties, such as special needs planning and LGBTQ+ financial planning. Neira's future goals include expanding her client base within her specialties and continuing to advocate for diversity, equity, and inclusion in the financial services profession.

Keywords

Mindy Neira

Modera Wealth Management LLC

Westwood NJ

wealth manager

chronic illness

disability

LGBTQ+

psychology

therapist

financial planning