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Jenny Martella (CFP®, MBA)

Jenny Martella focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Tax Planning

Planning Specialties

Jenny's main responsibilities at Modera include helping clients develop their financial plans, implementing wealth management strategies and managing clients' investment portfolios.  

Prior to joining Modera in 2020, Jenny served as Principal and Director of Financial Planning at Keatley Wealth Management (KWM).  Jenny enjoyed an eight-year career at KWM, where she worked to help build this successful firm.   Jenny’s achievements at KWM were due in part to her passion for helping individuals plan their financial futures, and implement these plans.  Jenny focuses on connecting with her clients, and empowering them with understanding and feeling of confidence in the planning process.  

Jenny also has a background in banking, with a 15-year prior career working as a commercial loan officer and private banker to high net worth clients.   She decided to transition from banking to the field of financial planning in 2011, after she witnessed many friends and family members receiving poor or inadequate advice in the wake of the 2008-2009 financial crisis. 

 

 

Additional Information

 

Jenny lives in Charlotte, North Carolina with her husband and two children.  An avid swimmer/cyclist/runner, Jenny likes to compete in local triathlons and swims on a U.S. Masters swim team.  She is a Girl Scout troop leader, and loves helping girls develop leadership skills and a love of nature.  She volunteers regularly at her church, and is currently serving endowment committee and as a Deacon. 

 

 

 

NAPFA Start Date

February 06, 2015

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6101 Carnegie Boulevard, Suite 220 Charlotte, NC 28209 Phone: (704) 358-3322
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