Kelly Henning, CFP®, MSFS

Kelly Henning, CFP®, MSFS

Principal and Wealth Manager @ Modera Wealth Management

About

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.

Country

United States

City

Westwood

Industry

Financial Services

Skill

Financial Analysis, Wealth Management Services, High Net Worth Individuals, Certified Financial Planner, Risk Management

Experience

Modera Wealth Management

Principal and Wealth Manager

Modera Wealth Management

LinkedIn
2020-1 - Present · 6 yrs 9 mos

Westwood, NJ

Modera Wealth Management

Wealth Manager

Modera Wealth Management

LinkedIn
2019-1 - 2020-1 · 1 yr 1 mo

Westwood, NJ

Modera Wealth Management

Senior Financial Advisor

Modera Wealth Management

LinkedIn
2017-1 - 2018-12 · 2 yrs

Westwood, NJ

Modera Wealth Management

Financial Advisor

Modera Wealth Management

LinkedIn
2014-1 - 2016-12 · 3 yrs
Modera Wealth Management

Financial Analyst

Modera Wealth Management

LinkedIn
2011-3 - 2013-12 · 2 yrs 10 mos
Modera Wealth Management

Client Service Specialist

Modera Wealth Management

LinkedIn
2009-6 - 2011-3 · 1 yr 10 mos
NAPFA Genesis

Social Media Coordinator

NAPFA Genesis

2011-1 - 2011-7 · 7 mos

Education

The American College of Financial Services

The American College of Financial Services

LinkedIn
2015 - 2019 · 4 yrs
Lafayette College

Lafayette College

LinkedIn
2005 - 2009 · 4 yrs
University of Galway

University of Galway

LinkedIn
2008 - 2008

Kelly Henning, CFP®, MSFS's Contact Information

Email

******@***.com

Phone

(**) *** ****

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