Mindy Neira

Mindy Neira (Cleaveland), CFP®, ChSNC®, is a Principal and Wealth Manager at Modera Wealth Management, where Mindy has been since September 2018, specializing in comprehensive financial planning across various domains including retirement, estate, tax, risk management, and investment management. Prior experience includes roles as a Senior Financial Advisor and Financial Advisor at Fidelity Investments from June 2011 to September 2018, where Mindy focused on high-net-worth individuals and women's empowerment in financial education. Earlier career involvement included serving as an Intensive Individualized Services Support Therapist at Children Achieving Maximum Potential, Inc., providing support to children with autism and their families. Mindy holds a B.A. in Economics and Psychology from the University of Maryland Baltimore County.