Gregory  Plechner

Gregory Plechner

| CFP®, CLU®, ChFC®

Modera Wealth Management, LLC

Modera works with individuals, families, trusts, institutions, and philanthropic organizations to build customized plans and portfolios in their best interests.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

56 Jefferson Avenue
Second Floor
Westwood, NJ 07675
Greg Plechner is Principal and Wealth Manager at Modera Wealth Management, LLC.  He serves high-net worth individuals, families, non-profits, foundations, corporations and others seeking wealth management and portfolio management expertise.  With a speciality in tax planning, he is among the fewer than 1% of professionals who hold both the CERTIFIED FINANCIAL PLANNER™ designation and the Enrolled Agent credential.
 
PROFESSIONAL EXPERIENCE
With over 20 years of industry experience, Greg began his career in New York City, working at Prudential Securities, Wall Street Advisors, and Smith Barney, where he developed the firm’s wealth management practice for the Northeast Division.  He has been a principal and wealth manager at Modera since 2003, and also serves as one of the founding managing members of Modera Alternative Investments, LP, a private partnership for accredited Modera clients on the use of alternative investments. ES®

As a NAPFA-Registered Financial Advisor, Greg is an active leader in the industry.  He is one of only three advisors in the country selected to approve their peer-reviewed financial plans for admission.  He is a member of the Financial Planning Association (FPA), the Greater New Jersey Estate Planning Council, and the National Association of Enrolled Agents, and is an adjunct professor at Fairleigh Dickinson University for Tax and Retirement Planning.

EDUCATION
Greg has a Bachelor’s Degree in Business Economics from the State University of New York, with honors in his academic area.  He went on to earn some of the most prestigious credentials in the industry and is recognized as a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter®, a Chartered Financial Consultant®, a Chartered Advisor for Senior Living™ and an Enrolled Agent.

ACCOLADES
Greg has been a frequent speaker and author on financial planning and investment management issues.  He has presented over 200 professional seminars and has been featured in numerous media publications, such as PBS documentaries, News12 segments, MSNBC’s “Your Money,” BusinessWeek, Wealth Manager, Financial Planning Magazine, Consumer Reports and The Star-Ledger, and he has been a regular guest on 101.5 Radio.  He has been rated as one of the 2010 Best Financial Advisers for Doctors by Medical Economics and recognized as a 2011 and 2012 FIVE STAR Wealth Manager, as seen in New Jersey Monthly Magazine

In addition to his dedication as a wealth manager, Greg is actively involved in the community and serves as a member of the Board of Directors of the Invest in Kids Foundation, Inc., a 501(c)(3) organization founded by the firm to help underprivileged children.