Judson Meinhart
Director of Financial Planning Wealth Manager Principal @Modera Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Director of Financial Planning Wealth Manager Principal @Modera Wealth Management
Winston-Salem, NC, US
EDUCATION
University of Delaware
BS, Exercise Sports Science, Minor: Biology
Kutztown University of Pennsylvania
MBA, Business Administration
ABOUT JUDSON MEINHART
If you’re in your 40s or early 50s, you’re in the most important financial decade of your life. Your income is high. Your time is limited.Your decisions now have a bigger impact on your future than at any point before.As a CERTIFIED FINANCIAL PLANNER™, I work with directors, VPs, and senior executives who want clarity, structure, and strategy (not noise) for the next chapter of their lives My approach blends tax optimization, long-term planning, and the behavioral side of money so you can build wealth intentionally, avoid costly mistakes, and design a life where work becomes optional.If you want weekly insights on financial independence, subscribe to my newsletter: Master the Green-\"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\"
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.