Financial Planner in Roseland, NJ
At Beacon Pointe, our team of wealth advisors in Roseland, NJ is committed to guiding individuals, families, and professionals through the intricacies of full-service financial planning and research-driven investments. As one of the largest Registered Investment Advisor (RIA) firms in the nation, our holistic allWEALTH® approach ensures that we address every facet of your financial well-being.
In alignment with our fiduciary responsibility, we are focused on creating a fully integrated wealth plan through our comprehensive in-house wealth management services, including financial planning, retirement planning, estate planning, strategic tax planning, investment management, healthcare planning, asset protection, family office services, retirement plan services, and outsourced CIO services. As a Beacon Pointe client, we endeavor to provide you with the peace of mind that your unique life and legacy goals are in good hands. Connect with our team to explore how our services can be tailored to fit your specific needs and ambitions.
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.
Meet the New Jersey Financial Advisor Team
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.
Meet the New Jersey Financial Advisor Team
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.
Meet the New Jersey Financial Advisor Team
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.
