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Allen Giese
ChFC®, ChSNC®, CLU®
Wealth Manager, Principal
Fort Lauderdale, FL / Plantation, FL
Judson Meinhart
CFP®, BFA™, CTS
Director of Financial Planning, Wealth Manager & Principal
Winston-Salem, NC
Michael Gibney
CFP®, CAP®, AIF®
Wealth Manager, Principal
Westwood, NJ
New York City, NY
Neal Nolan
CFP®, CPFA®, AIF®
Director of Business Retirement Services, Wealth Manager & Principal
Asheville, NC
Patrick D. Runyen
CPA/PFS, CFP®
Director of Advisory, Wealth Manager, Principal
Wayne, PA
Stephanie Spies
CFP®, EA
Senior Financial Advisor, Principal
Westwood, NJ
New Providence, NJ
All Modera advisors can work with you virtually.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
