Haleh Moddasser, CPA

Experience

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  Stearns Financial Group

  Jan 2011 - now

  Lead Advisor of Chapel Hill office, providing full service investment management and financial planning services to the Triangle.Also head local Financial Focus for Women, Stearns' business segment devoted exclusively to women's financial security. Extensive expertise in divorce planning, including litigation and collaborative methods of conflict resolution. Also specialize in meeting the needs of executive women.

  • Managing Partner, Senior Wealth Advisor

    Jan 2011 - now

  • Senior Wealth Advisor, SVP, Partner

    Jan 2011 - Jul 2024
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  Gray Divorce, Silver Linings: A Woman's Guide to Divorce After 50

  Mar 2017 - now

  Author

  Filled with the stories of women who have come out on the other side, Gray Divorce, Silver Linings is a step-by-step guide for those wishing to avoid the many pitfalls of gray divorce, while securing their financial futures and, ultimately, reinventing themselves. In this book, you will learn how to:- Select the divorce process that best suits your needs- Build a divorce team who works exclusively for you- Determine the size of your marital estate- Negotiate an appropriate settlement - Plan your financial future- Understand investing and invest with confidence- Move beyond your divorceGray Divorce, Silver Linings: A Woman's Guide to Divorce After 50 is the first in the Stearns Field Guide Series. The series, produced by Stearns Financial Group, a financial advisory firm, features financial topics relevant to today's investor. Fourth Quarter Fumbles by Dennis Stearns, the second book in the series, will be available in 2017. Show less

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  Women on Top: Women, Wealth & Social Change

  Mar 2020 - now

  Author

  Today’s women control an unprecedented amount of wealth, making now the time to leverage those dollars to propel the changes you want to see in the world. Looking beyond traditional philanthropy and political activism, discover the powerful role of Environmental, Social, and Governance (ESG) investing.In Women On Top: Women, Wealth & Social Change, Haleh Moddasser, shares her personal stories and professional expertise as both a boomer woman and an accomplished wealth management adviser to layout a convincing argument for ESG. Her insights resonate with women of means who long for a way to truly make a BIG difference in this world. Don’t let the old stereotypes, old ways of thinking, the challenges of being a mom, and fears of financial insecurity, keep you from embracing your unprecedented wealth and power. Show less

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  Women on Top with Haleh Moddasser

  Oct 2021 - now

  Podcast Host

  Haleh Moddasser talks with guests who have each made a crack in the proverbial glass ceiling, are making strides to address societal problems, or are supporting the financial future of women. Haleh and her guests, who represent many different fields – entrepreneurship, finance, journalism, medicine, activism and more – engage in transparent conversations that reflect professional and personal struggles, as well as accomplishment. Through these episodes, we learn about embracing a purpose and lifting up others while safeguarding our own future. Show less