Director Of Financial Planning | Wealth Manager | Principal
Current
May 2023 - Present
AeroLeads people directory · profile
Judson Meinhart, Cfp®, Bfa™, Cts™ Email & Phone Number
I help you get more life out of your money ⛳💰 | Financial planner for high achievers who'd rather be golfing | Author: Golfer's Guide to Money
at
Modera Wealth Management
2 work emails found
@parsecfinancial.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
I help you get more life out of your money ⛳💰 | Financial planner for high achievers who'd rather be golfing | Author: Golfer's Guide to Money
Location
Winston-Salem, North Carolina, United States
Who is Judson Meinhart, Cfp®, Bfa™, Cts™? Overview
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Quick answer
Judson Meinhart, Cfp®, Bfa™, Cts™ is listed as I help you get more life out of your money ⛳💰 | Financial planner for high achievers who'd rather be golfing | Author: Golfer's Guide to Money at Modera Wealth Management, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at parsecfinancial.com and a matched LinkedIn profile for Judson Meinhart, Cfp®, Bfa™, Cts™.
Judson Meinhart, Cfp®, Bfa™, Cts™ previously worked as Director of Financial Planning | Wealth Manager | Principal at Modera Wealth Management and Sr. Financial Advisor at Parsec Financial. Judson Meinhart, Cfp®, Bfa™, Cts™ holds Bs, Exercise Sports Science, Minor: Biology from University Of Delaware.
Company email context
Email format at Modera Wealth Management
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*@parsecfinancial.com
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AeroLeads found 2 current-domain work email signals for Judson Meinhart, Cfp®, Bfa™, Cts™. Compare company email patterns before reaching out.
Profile bio
About Judson Meinhart, Cfp®, Bfa™, Cts™
You're doing well financially, but you feel like something's missing. That's where I can help. I help high-performers like you get more life out of their money. Don't "climb the ladder" your entire life just to find out it was leaning against the wrong wall. Together, we'll turn your money into a tool that works for you and align your time, energy, and attention, with what's most important. If that sounds like something you're interested in, let's work together. By the way..."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
Listed skills include Training, Leadership, Grants, Fundraising, and 14 others.
Current workplace
Judson Meinhart, Cfp®, Bfa™, Cts™'s current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles
Judson Meinhart, Cfp®, Bfa™, Cts™ work experience
A career timeline built from the work history available for this profile.
Sr. Financial Advisor
Parsec Financial
Dec 2021 - May 2023
Manager Of Financial Planning
Parsec Financial
Apr 2020 - May 2023
Financial Advisor
Parsec Financial
Jan 2020 - Dec 2021
Financial Planning Strategist
Parsec Financial
Nov 2018 - Dec 2019
Financial Planner
Parsec Financial
Aug 2018 - Oct 2018
Wealth Advisor
Mar 2015 - Jul 2018
Executive Director
Aug 2013 - Oct 2014
National Training Associate
Facilitate workshops for Boys & Girls Club professionals focusing on implementing effective measurement strategiesDeliver trainings at state and regional conferences and other learning events
Jan 2013 - Aug 2013
Program & Grants Administrator
Jan 2011 - Aug 2013
Director Of Teen Services
Sep 2004 - Dec 2010
Graduate Assistant
Kutztown University Sbdc
Sep 2002 - Nov 2004
2 education records
Judson Meinhart, Cfp®, Bfa™, Cts™ education
Bs, Exercise Sports Science, Minor: Biology
University Of Delaware
Mba, Business Administration
Kutztown University Of Pennsylvania
FAQ
Frequently asked questions about Judson Meinhart, Cfp®, Bfa™, Cts™
Quick answers generated from the profile data available on this page.
What company does Judson Meinhart, Cfp®, Bfa™, Cts™ work for?
Judson Meinhart, Cfp®, Bfa™, Cts™ works for Modera Wealth Management.
What is Judson Meinhart, Cfp®, Bfa™, Cts™'s role at Modera Wealth Management?
Judson Meinhart, Cfp®, Bfa™, Cts™ is listed as I help you get more life out of your money ⛳💰 | Financial planner for high achievers who'd rather be golfing | Author: Golfer's Guide to Money at Modera Wealth Management.
What is Judson Meinhart, Cfp®, Bfa™, Cts™'s email address?
AeroLeads has found 2 work email signals at @parsecfinancial.com for Judson Meinhart, Cfp®, Bfa™, Cts™ at Modera Wealth Management.
Where is Judson Meinhart, Cfp®, Bfa™, Cts™ based?
Judson Meinhart, Cfp®, Bfa™, Cts™ is based in Winston-Salem, North Carolina, United States while working with Modera Wealth Management.
What companies has Judson Meinhart, Cfp®, Bfa™, Cts™ worked for?
Judson Meinhart, Cfp®, Bfa™, Cts™ has worked for Modera Wealth Management, Parsec Financial, Rkl Llp, Animal Rescue League Of Berks County, and Boys & Girls Clubs Of America.
How can I contact Judson Meinhart, Cfp®, Bfa™, Cts™?
You can use AeroLeads to view verified contact signals for Judson Meinhart, Cfp®, Bfa™, Cts™ at Modera Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Judson Meinhart, Cfp®, Bfa™, Cts™ attend?
Judson Meinhart, Cfp®, Bfa™, Cts™ holds Bs, Exercise Sports Science, Minor: Biology from University Of Delaware.
What skills is Judson Meinhart, Cfp®, Bfa™, Cts™ known for?
Judson Meinhart, Cfp®, Bfa™, Cts™ is listed with skills including Training, Leadership, Grants, Fundraising, Grant Writing, Program Development, Volunteer Management, and Program Management.
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