Kelly Henning, CFP®, MSFS

Kelly Henning, CFP®, MSFS

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location of Kelly Henning, CFP®, MSFSWestwood, New Jersey, United States

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  • Timeline

  • About me

    Principal and Wealth Manager at Modera Wealth Management

  • Education

    • Lafayette College

      2005 - 2009
      BA Economics and Business Economics, History

      Activities and Societies: Magna Cum Laude, Omicron Delta Epsilon, Writing Associates, Newman Association

    • The American College of Financial Services

      2015 - 2019
      MSFS - Master of Science in Financial Services
    • University of Galway

      2008 - 2008
      BA Economics Economics and History
  • Experience

    • Modera Wealth Management

      Jun 2009 - now

      Manage client relationships, develop comprehensive financial plans, and assist with the firm's trading procedures. Manage client relationships, develop comprehensive financial plans, and assist with the firm's trading procedures. Responsible for supporting advisor and client requests, maintaining portfolio management software and serving as the firm's liaison with custodians.

      • Principal and Wealth Manager

        Jan 2020 - now
      • Wealth Manager

        Jan 2019 - Jan 2020
      • Senior Financial Advisor

        Jan 2017 - Dec 2018
      • Financial Advisor

        Jan 2014 - Dec 2016
      • Financial Analyst

        Mar 2011 - Dec 2013
      • Client Service Specialist

        Jun 2009 - Mar 2011
    • NAPFA Genesis

      Jan 2011 - Jul 2011
      Social Media Coordinator

      Maintain social media groups and discussions, specifically Twitter, LinkedIn, and Facebook, for NAPFA Genesis.

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER TM

      CFP Board
      Jun 2013
  • Volunteer Experience

    • Alumni Representative

      Issued by Lafayette Alumni Representatives on Dec 2009
      Lafayette Alumni RepresentativesAssociated with Kelly Henning, CFP®, MSFS