Mindy Neira (Cleaveland)

CFP®, ChSNC®

Modera Wealth Management, LLC

Financial Advisor

Mindy Neira (Cleaveland)

CFP®, ChSNC®

Modera Wealth Management, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mindy Neira (Cleaveland), CFP®, ChSNC®

Fee-Only financial planner located in Westwood, NJ, serving clients locally and across the country

Mindy Cleaveland is a Westwood, NJ fee-only financial planner. Modera Wealth Management provides comprehensive financial planning, investment management and foundation/endowment investing to help individuals, families, trusts, institutions, and philanthropic organizations organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Mindy Cleaveland is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Mindy Cleaveland 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). Mindy’s expertise in financial planning spans risk management, investment management, retirement income planning, tax planning, and gift, trust and estate planning across her clients’ lifetime. She works closely with her clients to understand, then organize and prioritize, their goals in order to build a comprehensive plan centered around these goals. In addition, she works closely with her clients’ other professional team members, such as accountants, estate attorneys, and insurance agents, to see that all aspects of the plan work together.

PROFESSIONAL EXPERIENCE

Mindy began her finance career with Fidelity Investments in 2011. During her time there, she was responsible for maintaining and deepening client relationships. She provided 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.

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®.

WHO I HELP

  • Individuals and families with needs related to disabilities or other medical conditions
  • Those who identify as Lesbian, Gay, Bisexual, Transgender, and Queer (LGBTQ)

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 non-profit organizations such as the Human Rights Campaign (HRC), Lustgarten Foundation for Pancreatic Cancer Research, and Autism Speaks.

Mindy Neira (Cleaveland) is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $4.95 billion in regulatory assets under management*, we operate on a fee-only model that puts our clients’ needs ahead of our own. Our team members, located in our seven offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.

* as of December 31, 2020.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Mindy Cleaveland is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Mindy Cleaveland is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Chartered Special Needs Consultant (ChSNC)
    Mindy Cleaveland is a Chartered Special Needs Consultant® (ChSNC®)

    ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.

Contact Mindy Neira (Cleaveland)

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Office Locations:

  • 56 Jefferson Ave
    Westwood, NJ 07675

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