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Jennifer Faherty, CFP®

Head of Coaching, Principal

Professional Background

Jennifer Faherty, CFP®, is a seasoned professional in the financial planning industry, bringing over 15 years of diverse experience to her role as Chief CX Officer at Modera Wealth Management. Her career trajectory exemplifies a deep commitment to both financial planning and the enhancement of client experience, making her an influential figure in the industry. In addition to her leadership position, Jennifer has made significant contributions as a mentor for women advisors, empowering female financial planners through her comprehensive understanding of the field.

Throughout her career, Jennifer has served in various capacities, showcasing her versatility and expertise. From her beginnings as a Financial Paraplanner at Scipione Capital Management to her role as Director of Marketing & Financial Advisor at Modera Wealth Management, she has consistently demonstrated her exceptional ability to blend financial acumen with a customer-centric approach. Her notable works include the founding of Financial Wealth-being LLC, where she focused on Financial Wellness and Coaching, illustrating her dedication to helping individuals achieve not just financial success, but holistic well-being.

Education and Achievements

Educated at prestigious institutions, Jennifer holds a Bachelor’s degree (B.A.) from Dartmouth College and a Master’s degree (M.A.) from Columbia University. Her academic journey culminated in a Certification in Applied Positive Psychology from the University of Pennsylvania, a testament to her dedication to understanding the psychology behind financial well-being. This profound knowledge enables Jennifer to engage in meaningful discussions about the intersection of wealth, happiness, and personal meaning—illuminating pathways for clients and colleagues alike.

Jennifer's certification as a CERTIFIED FINANCIAL PLANNER™ professional positions her as a trusted advisor in financial planning. This esteemed credential is indicative of her rigorous preparation and commitment to providing ethical and competent financial advice. Additionally, as a Certified Life Coach, Jennifer has been recognized for her ability to inspire and motivate individuals on their journey toward financial and personal fulfillment.

Commitment to Community and Industry Leadership

Jennifer is also deeply invested in giving back to the financial community. Her role as a mentor for female financial planners and as a supporter of the Women’s Initiative Program through the CFP® Board highlights her dedication to fostering diversity and encouraging the next generation of women leaders in the financial sector. Her active participation in the National Association of Personal Financial Advisors (NAPFA) exhibits her commitment to maintaining high professional standards and advocacy for personal financial planning.

Outside the office, she engages with Women of Dartmouth NYC and is an esteemed member of Chief, a network designed for women leaders. These affiliations not only extend her professional network but also reflect her passion for connecting with other influential women and using her knowledge to uplift others. Jennifer's multifaceted professional journey is a testament to her belief that discussions around the psychology of wealth contribute significantly to both client success and the overall health of the financial planning industry.

Key Takeaways

Jennifer Faherty, CFP®, exemplifies a blend of financial expertise, coaching prowess, and a passion for well-being that informs her practice. Her extensive background as a financial planner, educator, and coach uniquely equips her to help clients navigate the often-complex landscape of financial planning while simultaneously fostering a deeper understanding of the relationship between money and personal meaning. As she continues to engage in conversations about wealth and wellness, Jennifer remains dedicated to helping clients and colleagues create extraordinary lives, both financially and personally.

Related Questions

How did Jennifer Faherty develop her expertise in financial planning and client experience?
What inspired Jennifer to focus on the psychology of wealth and personal meaning in her practice?
In what ways has Jennifer contributed to the advancement of women in the financial planning industry?
How has Jennifer's education from Dartmouth College and Columbia University shaped her approach to financial coaching?
What programs or initiatives has Jennifer implemented at Modera Wealth Management to enhance client experience?
How does Jennifer incorporate her background in positive psychology into her financial advising practice?
What lessons has Jennifer learned from her diverse roles in educational and financial institutions?
In what ways does Jennifer engage with and support emerging female financial planners in her mentorship roles?
Jennifer Faherty, CFP®
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Location

New York City Metropolitan Area