Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Roseland, NJ

Beacon Pointe is a New Jersey based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in the New Jersey area focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Roseland, New Jersey office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
 (973) 496-8611

Meet the New Jersey Financial Advisor Team

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Andrew Bello

Client Service Associate

Andrew is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Andrew worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey before merging with Beacon Pointe Advisors in September of 2023. Andrew earned his bachelor’s in music studies from William Paterson University. Outside of the office, he enjoys spending time with his friends and family, following New York Mets baseball, and listening to various genres of music.

James Elliott

Wealth Advisor

James serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, risk management planning, and investment management. James specializes in delivering a comprehensive investment strategy, aligning clients’ investments with their overall financial objectives, and gaining a deep understanding of their aspirations, risk tolerance, and long-term vision, while also carefully managing tax considerations. James graduated from the College of Wooster earning a business economics degree and holds a Series 65 license. An avid outdoors enthusiast, James loves exploring nature with his partner, Addison, and their dog, Astro. In his free time, James indulges in tech-centric passion projects and working on his classic car.

John Finney, CFP®

Wealth Advisor

John serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, and risk management planning, along with investment management. John focuses on offering a holistic approach to investing; helping clients align their investments with their broader financial goals by understanding their aspirations, risk tolerance, and long-term vision, while meticulously addressing tax implications. John’s journey began at Providence College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation holder. Outside of the office, John enjoys spending his summers in Cape Cod, engaging in winter paddle tennis, and is an avid college sports fan.

Justin Poplawski, CFP®, RICP®, PPC®

Senior Wealth Advisor

Justin is a Senior Wealth Advisor at Beacon Pointe Advisors with nearly two decades of extensive financial services experience under his belt. Justin is responsible for providing clients with comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management; developing holistic financial strategies to help clients meet their goals. Justin holds a degree from William Paterson University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Retirement Income Certified Professional (RICP®), and a Professional Plan Consultant® (PPC®). Residing in New Jersey with his wife, Lindsay, and their three children, Justin derives fulfillment from outdoor pursuits, golf, fitness activities, and cherished moments with his family.

Melissa Chan

Senior Client Service Associate

Melissa is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Prior to joining Beacon Pointe, Melissa worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey before merging with Beacon Pointe Advisors in September of 2023. Melissa earned her certification in Business Administration with Computerized Accounting/Bookkeeping from Eastwick College. Outside the office, Melissa enjoys spending time with her family and friends.

Reed Finney, CFP®, CLU®

Partner, Managing Director

Reed is a Partner and Managing Director at Beacon Pointe Advisors and has over 35 years of financial planning experience. Reed is passionate about helping his clients meet their financial goals, forming close relationships, and ushering them through many of life’s milestones. Prior to merging with Beacon Pointe in 2023, Reed was a Partner at Bleakley Financial Group. Reed is a graduate of Lehigh University with a bachelor’s degree in finance.  He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU®).  Reed and his wife, Susan, live in Essex Fells, NJ, and share five children. Outside of the office, Reed enjoys playing tennis, reading, listening to the Grateful Dead, spending time with his family in Cape Cod, and walking Quinn (the family golden retriever).

Sandra LaBarre

Executive Assistant

Sandra is the Executive Assistant for the Roseland, New Jersey team and is responsible for administrative requests and queries. Prior to joining Beacon Pointe, Sandra worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey for 19 years.  Sandra earned her bachelor’s degree in business administration with a concentration in marketing from Caldwell University.  She currently resides in Sparta, New Jersey. Outside the office, she enjoys spending time with her family, exercising, watching sports, and relaxing on their boat.

Scott Drown, CIMA®, CAIA®, AAMS

Director, Operations

Scott serves as the Director of Operations for the Beacon Pointe Roseland office and is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and working closely with the client service team to provide an exceptional client service experience. With over two decades of financial services experience, Scott is a seasoned professional and is passionate about helping his clients achieve their life and legacy goals. Prior to joining Beacon Pointe, Scott directed operations for Reed Finney, and before that, directed operations for the Beacon Pointe Advisors team in their Tri-State office, specifically involved with the firm’s Alternative Investment Operations. Scott received his Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, his CAIA® designation from the Chartered Alternative Investment Analyst Association, and his Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He is also a member of the Investment Management Consultants Association. Scott currently resides in Long Valley, NJ with his three sons. Outside of the office, Scott enjoys volunteering and coaching youth sports (football, basketball, and baseball) and enjoys mountain biking and running.

Meet the New Jersey Financial Advisor Team

Filter By

Andrew Bello

Client Service Associate

Andrew is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Andrew worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey before merging with Beacon Pointe Advisors in September of 2023. Andrew earned his bachelor’s in music studies from William Paterson University. Outside of the office, he enjoys spending time with his friends and family, following New York Mets baseball, and listening to various genres of music.

James Elliott

Wealth Advisor

James serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, risk management planning, and investment management. James specializes in delivering a comprehensive investment strategy, aligning clients’ investments with their overall financial objectives, and gaining a deep understanding of their aspirations, risk tolerance, and long-term vision, while also carefully managing tax considerations. James graduated from the College of Wooster earning a business economics degree and holds a Series 65 license. An avid outdoors enthusiast, James loves exploring nature with his partner, Addison, and their dog, Astro. In his free time, James indulges in tech-centric passion projects and working on his classic car.

John Finney, CFP®

Wealth Advisor

John serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, and risk management planning, along with investment management. John focuses on offering a holistic approach to investing; helping clients align their investments with their broader financial goals by understanding their aspirations, risk tolerance, and long-term vision, while meticulously addressing tax implications. John’s journey began at Providence College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation holder. Outside of the office, John enjoys spending his summers in Cape Cod, engaging in winter paddle tennis, and is an avid college sports fan.

Justin Poplawski, CFP®, RICP®, PPC®

Senior Wealth Advisor

Justin is a Senior Wealth Advisor at Beacon Pointe Advisors with nearly two decades of extensive financial services experience under his belt. Justin is responsible for providing clients with comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management; developing holistic financial strategies to help clients meet their goals. Justin holds a degree from William Paterson University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Retirement Income Certified Professional (RICP®), and a Professional Plan Consultant® (PPC®). Residing in New Jersey with his wife, Lindsay, and their three children, Justin derives fulfillment from outdoor pursuits, golf, fitness activities, and cherished moments with his family.

Melissa Chan

Senior Client Service Associate

Melissa is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Prior to joining Beacon Pointe, Melissa worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey before merging with Beacon Pointe Advisors in September of 2023. Melissa earned her certification in Business Administration with Computerized Accounting/Bookkeeping from Eastwick College. Outside the office, Melissa enjoys spending time with her family and friends.

Reed Finney, CFP®, CLU®

Partner, Managing Director

Reed is a Partner and Managing Director at Beacon Pointe Advisors and has over 35 years of financial planning experience. Reed is passionate about helping his clients meet their financial goals, forming close relationships, and ushering them through many of life’s milestones. Prior to merging with Beacon Pointe in 2023, Reed was a Partner at Bleakley Financial Group. Reed is a graduate of Lehigh University with a bachelor’s degree in finance.  He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU®).  Reed and his wife, Susan, live in Essex Fells, NJ, and share five children. Outside of the office, Reed enjoys playing tennis, reading, listening to the Grateful Dead, spending time with his family in Cape Cod, and walking Quinn (the family golden retriever).

Sandra LaBarre

Executive Assistant

Sandra is the Executive Assistant for the Roseland, New Jersey team and is responsible for administrative requests and queries. Prior to joining Beacon Pointe, Sandra worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey for 19 years.  Sandra earned her bachelor’s degree in business administration with a concentration in marketing from Caldwell University.  She currently resides in Sparta, New Jersey. Outside the office, she enjoys spending time with her family, exercising, watching sports, and relaxing on their boat.

Scott Drown, CIMA®, CAIA®, AAMS

Director, Operations

Scott serves as the Director of Operations for the Beacon Pointe Roseland office and is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and working closely with the client service team to provide an exceptional client service experience. With over two decades of financial services experience, Scott is a seasoned professional and is passionate about helping his clients achieve their life and legacy goals. Prior to joining Beacon Pointe, Scott directed operations for Reed Finney, and before that, directed operations for the Beacon Pointe Advisors team in their Tri-State office, specifically involved with the firm’s Alternative Investment Operations. Scott received his Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, his CAIA® designation from the Chartered Alternative Investment Analyst Association, and his Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He is also a member of the Investment Management Consultants Association. Scott currently resides in Long Valley, NJ with his three sons. Outside of the office, Scott enjoys volunteering and coaching youth sports (football, basketball, and baseball) and enjoys mountain biking and running.

Meet the New Jersey Financial Advisor Team

Filter By

Andrew Bello

Client Service Associate

Andrew is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Andrew worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey before merging with Beacon Pointe Advisors in September of 2023. Andrew earned his bachelor’s in music studies from William Paterson University. Outside of the office, he enjoys spending time with his friends and family, following New York Mets baseball, and listening to various genres of music.

James Elliott

Wealth Advisor

James serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, risk management planning, and investment management. James specializes in delivering a comprehensive investment strategy, aligning clients’ investments with their overall financial objectives, and gaining a deep understanding of their aspirations, risk tolerance, and long-term vision, while also carefully managing tax considerations. James graduated from the College of Wooster earning a business economics degree and holds a Series 65 license. An avid outdoors enthusiast, James loves exploring nature with his partner, Addison, and their dog, Astro. In his free time, James indulges in tech-centric passion projects and working on his classic car.

John Finney, CFP®

Wealth Advisor

John serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, and risk management planning, along with investment management. John focuses on offering a holistic approach to investing; helping clients align their investments with their broader financial goals by understanding their aspirations, risk tolerance, and long-term vision, while meticulously addressing tax implications. John’s journey began at Providence College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation holder. Outside of the office, John enjoys spending his summers in Cape Cod, engaging in winter paddle tennis, and is an avid college sports fan.

Justin Poplawski, CFP®, RICP®, PPC®

Senior Wealth Advisor

Justin is a Senior Wealth Advisor at Beacon Pointe Advisors with nearly two decades of extensive financial services experience under his belt. Justin is responsible for providing clients with comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management; developing holistic financial strategies to help clients meet their goals. Justin holds a degree from William Paterson University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Retirement Income Certified Professional (RICP®), and a Professional Plan Consultant® (PPC®). Residing in New Jersey with his wife, Lindsay, and their three children, Justin derives fulfillment from outdoor pursuits, golf, fitness activities, and cherished moments with his family.

Melissa Chan

Senior Client Service Associate

Melissa is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Prior to joining Beacon Pointe, Melissa worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey before merging with Beacon Pointe Advisors in September of 2023. Melissa earned her certification in Business Administration with Computerized Accounting/Bookkeeping from Eastwick College. Outside the office, Melissa enjoys spending time with her family and friends.

Reed Finney, CFP®, CLU®

Partner, Managing Director

Reed is a Partner and Managing Director at Beacon Pointe Advisors and has over 35 years of financial planning experience. Reed is passionate about helping his clients meet their financial goals, forming close relationships, and ushering them through many of life’s milestones. Prior to merging with Beacon Pointe in 2023, Reed was a Partner at Bleakley Financial Group. Reed is a graduate of Lehigh University with a bachelor’s degree in finance.  He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU®).  Reed and his wife, Susan, live in Essex Fells, NJ, and share five children. Outside of the office, Reed enjoys playing tennis, reading, listening to the Grateful Dead, spending time with his family in Cape Cod, and walking Quinn (the family golden retriever).

Sandra LaBarre

Executive Assistant

Sandra is the Executive Assistant for the Roseland, New Jersey team and is responsible for administrative requests and queries. Prior to joining Beacon Pointe, Sandra worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey for 19 years.  Sandra earned her bachelor’s degree in business administration with a concentration in marketing from Caldwell University.  She currently resides in Sparta, New Jersey. Outside the office, she enjoys spending time with her family, exercising, watching sports, and relaxing on their boat.

Scott Drown, CIMA®, CAIA®, AAMS

Director, Operations

Scott serves as the Director of Operations for the Beacon Pointe Roseland office and is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and working closely with the client service team to provide an exceptional client service experience. With over two decades of financial services experience, Scott is a seasoned professional and is passionate about helping his clients achieve their life and legacy goals. Prior to joining Beacon Pointe, Scott directed operations for Reed Finney, and before that, directed operations for the Beacon Pointe Advisors team in their Tri-State office, specifically involved with the firm’s Alternative Investment Operations. Scott received his Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, his CAIA® designation from the Chartered Alternative Investment Analyst Association, and his Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He is also a member of the Investment Management Consultants Association. Scott currently resides in Long Valley, NJ with his three sons. Outside of the office, Scott enjoys volunteering and coaching youth sports (football, basketball, and baseball) and enjoys mountain biking and running.

Connect with one of our trusted Financial Advisors in the Roseland, NJ area.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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