Modera Wealth Management
Modera Wealth Management

Kelly A. Henning, CFP®, MSFS

Principal & Wealth Manager

Kelly A. Henning CFP®
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Kelly’s main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios.

Professional Designations

CERTIFIED FINANCIAL PLANNER™, Master of Science in Financial Services


Lafayette College, B.A., Business and Economics

Marquis Scholar, the College’s highest academic honor

American College of Financial Services, M.S.F.S

Giving Back

Supporting the Gift of Music

Modera’s New Jersey team is proud to support the JCC Thurnauer School “Gift of Music” Gala Benefit Concert. The “Gift of Music” Gala Benefit Concert raises scholarship funds for children who wish to study music regardless of their financial need. Kelly Henning and her husband Kyle attended the concert to represent Modera in supporting this organization’s important work.

Read more about Kelly

What sparked your interest in financial planning? What fuels you every day in your work?

My interest was purely accidental. When I started interning here in 2008, I had minimal exposure to financial planning. Seeing the effect on individuals and families when they receive financial planning advice is so rewarding.  Knowing I can be a small part of helping someone feel comfortable in retirement or planning for their family’s future drives me every day.

What’s the one thing people say you’re best at?

I am a very deliberative person. I take the time to research and understand as many angles and opinions as possible before I make a final decision. I try to help clients do the same when they face significant financial decisions that require time and research to make sure they have everything they need in order to make the choice that’s best for them.

What do you enjoy most about working at Modera?

It’s like a second family. Everyone asks how you are and genuinely cares about you. My colleagues are always willing to lend a hand if I need help with something or am out of the office.

When you retire you’re going to…?

Travel the world. I love to visit new places and experience new cultures. I enjoy the excitement of walking into an ancient castle or trying a new exotic food.

Kelly’s Insights

Getting Real about Rebalancing

Despite the potential for capital gains, there are considerations that we review when thinking about whether to rebalance your investment portfolio

Painting Your Financial Planning Portrait with Your Tax Return

Whether you file your own tax returns or hire a tax preparer, it is a great sense of relief when your returns are filed, and you can check that off your list. But in financial planning, we say not so fast! We like to think of our clients’ income tax return as a vital part of your financial planning portrait.

Planning for Retirement

As financial planners we are often asked, “Will I be OK in retirement?” The checklist below illustrates different items to think about as retirement approaches, from ten years before to right after retirement begins. The earlier one starts planning for retirement, the more prepared one should be not only financially, but also emotionally.

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