Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in the Tri-State Area of New York, Connecticut and New Jersey

Beacon Pointe is a Tri-State area (New York, Connecticut and 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 Tri-State 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 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) 287-5437

Meet the New York, Connecticut and New Jersey (Tri-State Area) Financial Advisor Team

Filter By

Aidan King

Associate Wealth Advisor

Aidan is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Aidan worked in a client services role at State Street Corporation in Boston, Massachusetts. Aidan earned a Bachelor of Science from Bentley University, with a major in Finance and a minor in Computer Information Systems. Aidan currently resides in Morristown, New Jersey and enjoys spending time with his friends and family.

Alexa Zavlek

Associate, Client Service

Alexa 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 to provide the highest levels of service. Alexa graduated Summa Cum Laude from Ramapo College with a B.A. in Literature. Prior to Beacon Pointe, she handled client service and operations for a technology company in Northern New Jersey.  Alexa was born and raised in Passaic County, but now resides in Morris Plains, where she enjoys hiking, yoga, creative writing, and spending time with her family and friends.

Amanda Mancini

Associate Wealth Advisor

Amanda is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Amanda worked as a Project Manager for Benjamin Moore in Montvale, New Jersey. Amanda earned a bachelor’s in Business Administration with a Concentration in Marketing from Ramapo College of New Jersey. Outside of the office, she enjoys spending time with her friends and family, reading, and creating digital art.

Anne Moisan

Associate, Office Management

Anne is the office manager for the Beacon Pointe New Jersey office. In addition to managing the office, Anne works closely with the wealth advisors in providing support to our clients, as well marketing support and project management as needed. Prior to joining Beacon Pointe, she worked as an office manager and assistant producer at a TV commercial studio creating AS SEEN ON TV ads. She has also worked and volunteered at several non-profits in her community. Anne graduated from Fordham University and currently resides in northern New Jersey with her husband and three daughters.  In her free time, Anne enjoys skiing in the winter, hiking in the summer and is currently trying to learn how to play golf.

Annemarie Jablonski

Manager, Client Service

Annemarie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with our custodians. Previously, Annemarie worked as a Client Service Representative at an independent wealth management firm. Annemarie earned her B.S. in Business Management from William Paterson University. She currently resides in Morris County and enjoys hiking as well as spending time at the beach.

Callie Renner, CFP®

Wealth Advisor

Callie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Callie was an Economic Research Associate at a registered investment advisory firm in northern New Jersey, where she provided macroeconomic research to clients and traded in investment portfolios. Callie is a CERTIFIED FINANCIAL PLANNER™ and earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Callie resides in San Diego, CA and enjoys hiking, snowboarding, and spending time with her family.

Donald J. Hertling, CFP®, MST

Partner, Managing Director

Don has more than two decades of experience in wealth management. In his role as Partner and Managing Director of the Beacon Pointe New Jersey office, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors financial planning strategies for clients and oversees the office’s compliance processes. Don takes great pride in his team’s ability to provide an exceptional experience to each and every client. Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. Don resides in Morganville, NJ with his wife Tara and two children.

Jonathan Savorgiannakis

Associate Wealth Advisor

Jon is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Jon worked as a financial consultant at Equitable Advisors in Morristown, New Jersey. Jon earned a Bachelor of Science with a major in Finance and a minor in Economics from Fordham University’s Gabelli School of Business. He currently resides in Westfield, New Jersey and enjoys spending time with friends and family, snowboarding, and watching the New York Mets and Liverpool Football Club.

Jordan Heller, CFA, CFP®, CPA

Partner, Managing Director

Joseph Pecoraro, CFP®

Wealth Advisor

Joseph Pecoraro serves as a Wealth Advisor with Beacon Pointe. With nearly a decade of experience, Joseph helps clients achieve their personal financial goals by custom tailoring financial solutions. Joseph specializes in creating a comprehensive financial plan to help clients visualize how their investments, insurance, estate plan, taxes, income and expenses all play a part to financial success. Prior to joining Beacon Pointe, Joseph worked for a nationally recognized Registered Investment Advisor. Joseph graduated from Seton Hall University and is a CERTIFIED FINANCIAL PLANNER™. When not at work, Joseph and his wife can be found trying new restaurants, traveling, relaxing on the beach or cheering on the Seton Hall basketball team.

Marissa Salese

Senior Associate, Client Service

Marissa is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork and money transfers. Previously, Marissa played a lead role at a luxury line car company as their Finance Manager. Marissa earned a Bachelor of Science in Business Administration with a concentration in Marketing at Montclair State University, graduating Cum Laude. Marissa was born and raised in Essex County and enjoys spending time with her family and friends.

Melissa Gerckens, CFP®

Wealth Advisor

Mel brings over six years of experience in the financial services industry and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Mel worked as a Financial Planning Analyst at an independent wealth management firm. Mel is a CERTIFIED FINANCIAL PLANNER™ and holds her NJ Life and Accident & Health licenses. She earned a B.S. in Business Administration from the Sigmund Weis School of Business at Susquehanna University. Mel currently resides in Cranford, NJ with her wife and son, and their Shiba Inu, Nala. She enjoys hosting events at their home, hiking, cooking, and taking trips to her family’s lake house in the Pocono Mountains.

Michael Whittemore, CFA

Senior Strategic Investment Advisor

Michael brings over 18 years of industry experience and provides customized investment solutions that help clients meet their financial goals.  Previously, Michael spent two years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA Charterholder designation. Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf and football, including passionately following his beloved New England Patriots.

Paul Valdes

Regional Director

As a Beacon Pointe Regional Director, Paul coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Tri-State and New England areas.  With over twenty-five years of industry experience, Paul has worked in various wealth management and financial advisory roles at firms that include Nuveen Investments, Principal Financial Group, Pacific Life and Evergreen Investments.  Paul earned his Bachelor of Science degree in Business Administration at Fordham University.  He currently resides in Westchester County, NY with his wife and three children.

Meet the New York, Connecticut and New Jersey (Tri-State Area) Financial Advisor Team

Filter By

Aidan King

Associate Wealth Advisor

Aidan is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Aidan worked in a client services role at State Street Corporation in Boston, Massachusetts. Aidan earned a Bachelor of Science from Bentley University, with a major in Finance and a minor in Computer Information Systems. Aidan currently resides in Morristown, New Jersey and enjoys spending time with his friends and family.

Alexa Zavlek

Associate, Client Service

Alexa 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 to provide the highest levels of service. Alexa graduated Summa Cum Laude from Ramapo College with a B.A. in Literature. Prior to Beacon Pointe, she handled client service and operations for a technology company in Northern New Jersey.  Alexa was born and raised in Passaic County, but now resides in Morris Plains, where she enjoys hiking, yoga, creative writing, and spending time with her family and friends.

Amanda Mancini

Associate Wealth Advisor

Amanda is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Amanda worked as a Project Manager for Benjamin Moore in Montvale, New Jersey. Amanda earned a bachelor’s in Business Administration with a Concentration in Marketing from Ramapo College of New Jersey. Outside of the office, she enjoys spending time with her friends and family, reading, and creating digital art.

Anne Moisan

Associate, Office Management

Anne is the office manager for the Beacon Pointe New Jersey office. In addition to managing the office, Anne works closely with the wealth advisors in providing support to our clients, as well marketing support and project management as needed. Prior to joining Beacon Pointe, she worked as an office manager and assistant producer at a TV commercial studio creating AS SEEN ON TV ads. She has also worked and volunteered at several non-profits in her community. Anne graduated from Fordham University and currently resides in northern New Jersey with her husband and three daughters.  In her free time, Anne enjoys skiing in the winter, hiking in the summer and is currently trying to learn how to play golf.

Annemarie Jablonski

Manager, Client Service

Annemarie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with our custodians. Previously, Annemarie worked as a Client Service Representative at an independent wealth management firm. Annemarie earned her B.S. in Business Management from William Paterson University. She currently resides in Morris County and enjoys hiking as well as spending time at the beach.

Callie Renner, CFP®

Wealth Advisor

Callie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Callie was an Economic Research Associate at a registered investment advisory firm in northern New Jersey, where she provided macroeconomic research to clients and traded in investment portfolios. Callie is a CERTIFIED FINANCIAL PLANNER™ and earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Callie resides in San Diego, CA and enjoys hiking, snowboarding, and spending time with her family.

Donald J. Hertling, CFP®, MST

Partner, Managing Director

Don has more than two decades of experience in wealth management. In his role as Partner and Managing Director of the Beacon Pointe New Jersey office, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors financial planning strategies for clients and oversees the office’s compliance processes. Don takes great pride in his team’s ability to provide an exceptional experience to each and every client. Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. Don resides in Morganville, NJ with his wife Tara and two children.

Jonathan Savorgiannakis

Associate Wealth Advisor

Jon is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Jon worked as a financial consultant at Equitable Advisors in Morristown, New Jersey. Jon earned a Bachelor of Science with a major in Finance and a minor in Economics from Fordham University’s Gabelli School of Business. He currently resides in Westfield, New Jersey and enjoys spending time with friends and family, snowboarding, and watching the New York Mets and Liverpool Football Club.

Jordan Heller, CFA, CFP®, CPA

Partner, Managing Director

Joseph Pecoraro, CFP®

Wealth Advisor

Joseph Pecoraro serves as a Wealth Advisor with Beacon Pointe. With nearly a decade of experience, Joseph helps clients achieve their personal financial goals by custom tailoring financial solutions. Joseph specializes in creating a comprehensive financial plan to help clients visualize how their investments, insurance, estate plan, taxes, income and expenses all play a part to financial success. Prior to joining Beacon Pointe, Joseph worked for a nationally recognized Registered Investment Advisor. Joseph graduated from Seton Hall University and is a CERTIFIED FINANCIAL PLANNER™. When not at work, Joseph and his wife can be found trying new restaurants, traveling, relaxing on the beach or cheering on the Seton Hall basketball team.

Marissa Salese

Senior Associate, Client Service

Marissa is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork and money transfers. Previously, Marissa played a lead role at a luxury line car company as their Finance Manager. Marissa earned a Bachelor of Science in Business Administration with a concentration in Marketing at Montclair State University, graduating Cum Laude. Marissa was born and raised in Essex County and enjoys spending time with her family and friends.

Melissa Gerckens, CFP®

Wealth Advisor

Mel brings over six years of experience in the financial services industry and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Mel worked as a Financial Planning Analyst at an independent wealth management firm. Mel is a CERTIFIED FINANCIAL PLANNER™ and holds her NJ Life and Accident & Health licenses. She earned a B.S. in Business Administration from the Sigmund Weis School of Business at Susquehanna University. Mel currently resides in Cranford, NJ with her wife and son, and their Shiba Inu, Nala. She enjoys hosting events at their home, hiking, cooking, and taking trips to her family’s lake house in the Pocono Mountains.

Michael Whittemore, CFA

Senior Strategic Investment Advisor

Michael brings over 18 years of industry experience and provides customized investment solutions that help clients meet their financial goals.  Previously, Michael spent two years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA Charterholder designation. Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf and football, including passionately following his beloved New England Patriots.

Paul Valdes

Regional Director

As a Beacon Pointe Regional Director, Paul coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Tri-State and New England areas.  With over twenty-five years of industry experience, Paul has worked in various wealth management and financial advisory roles at firms that include Nuveen Investments, Principal Financial Group, Pacific Life and Evergreen Investments.  Paul earned his Bachelor of Science degree in Business Administration at Fordham University.  He currently resides in Westchester County, NY with his wife and three children.

Meet the New York, Connecticut and New Jersey (Tri-State Area) Financial Advisor Team

Filter By

Aidan King

Associate Wealth Advisor

Aidan is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Aidan worked in a client services role at State Street Corporation in Boston, Massachusetts. Aidan earned a Bachelor of Science from Bentley University, with a major in Finance and a minor in Computer Information Systems. Aidan currently resides in Morristown, New Jersey and enjoys spending time with his friends and family.

Alexa Zavlek

Associate, Client Service

Alexa 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 to provide the highest levels of service. Alexa graduated Summa Cum Laude from Ramapo College with a B.A. in Literature. Prior to Beacon Pointe, she handled client service and operations for a technology company in Northern New Jersey.  Alexa was born and raised in Passaic County, but now resides in Morris Plains, where she enjoys hiking, yoga, creative writing, and spending time with her family and friends.

Amanda Mancini

Associate Wealth Advisor

Amanda is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Amanda worked as a Project Manager for Benjamin Moore in Montvale, New Jersey. Amanda earned a bachelor’s in Business Administration with a Concentration in Marketing from Ramapo College of New Jersey. Outside of the office, she enjoys spending time with her friends and family, reading, and creating digital art.

Anne Moisan

Associate, Office Management

Anne is the office manager for the Beacon Pointe New Jersey office. In addition to managing the office, Anne works closely with the wealth advisors in providing support to our clients, as well marketing support and project management as needed. Prior to joining Beacon Pointe, she worked as an office manager and assistant producer at a TV commercial studio creating AS SEEN ON TV ads. She has also worked and volunteered at several non-profits in her community. Anne graduated from Fordham University and currently resides in northern New Jersey with her husband and three daughters.  In her free time, Anne enjoys skiing in the winter, hiking in the summer and is currently trying to learn how to play golf.

Annemarie Jablonski

Manager, Client Service

Annemarie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with our custodians. Previously, Annemarie worked as a Client Service Representative at an independent wealth management firm. Annemarie earned her B.S. in Business Management from William Paterson University. She currently resides in Morris County and enjoys hiking as well as spending time at the beach.

Callie Renner, CFP®

Wealth Advisor

Callie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Callie was an Economic Research Associate at a registered investment advisory firm in northern New Jersey, where she provided macroeconomic research to clients and traded in investment portfolios. Callie is a CERTIFIED FINANCIAL PLANNER™ and earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Callie resides in San Diego, CA and enjoys hiking, snowboarding, and spending time with her family.

Donald J. Hertling, CFP®, MST

Partner, Managing Director

Don has more than two decades of experience in wealth management. In his role as Partner and Managing Director of the Beacon Pointe New Jersey office, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors financial planning strategies for clients and oversees the office’s compliance processes. Don takes great pride in his team’s ability to provide an exceptional experience to each and every client. Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. Don resides in Morganville, NJ with his wife Tara and two children.

Jonathan Savorgiannakis

Associate Wealth Advisor

Jon is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Jon worked as a financial consultant at Equitable Advisors in Morristown, New Jersey. Jon earned a Bachelor of Science with a major in Finance and a minor in Economics from Fordham University’s Gabelli School of Business. He currently resides in Westfield, New Jersey and enjoys spending time with friends and family, snowboarding, and watching the New York Mets and Liverpool Football Club.

Jordan Heller, CFA, CFP®, CPA

Partner, Managing Director

Joseph Pecoraro, CFP®

Wealth Advisor

Joseph Pecoraro serves as a Wealth Advisor with Beacon Pointe. With nearly a decade of experience, Joseph helps clients achieve their personal financial goals by custom tailoring financial solutions. Joseph specializes in creating a comprehensive financial plan to help clients visualize how their investments, insurance, estate plan, taxes, income and expenses all play a part to financial success. Prior to joining Beacon Pointe, Joseph worked for a nationally recognized Registered Investment Advisor. Joseph graduated from Seton Hall University and is a CERTIFIED FINANCIAL PLANNER™. When not at work, Joseph and his wife can be found trying new restaurants, traveling, relaxing on the beach or cheering on the Seton Hall basketball team.

Marissa Salese

Senior Associate, Client Service

Marissa is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork and money transfers. Previously, Marissa played a lead role at a luxury line car company as their Finance Manager. Marissa earned a Bachelor of Science in Business Administration with a concentration in Marketing at Montclair State University, graduating Cum Laude. Marissa was born and raised in Essex County and enjoys spending time with her family and friends.

Melissa Gerckens, CFP®

Wealth Advisor

Mel brings over six years of experience in the financial services industry and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Mel worked as a Financial Planning Analyst at an independent wealth management firm. Mel is a CERTIFIED FINANCIAL PLANNER™ and holds her NJ Life and Accident & Health licenses. She earned a B.S. in Business Administration from the Sigmund Weis School of Business at Susquehanna University. Mel currently resides in Cranford, NJ with her wife and son, and their Shiba Inu, Nala. She enjoys hosting events at their home, hiking, cooking, and taking trips to her family’s lake house in the Pocono Mountains.

Michael Whittemore, CFA

Senior Strategic Investment Advisor

Michael brings over 18 years of industry experience and provides customized investment solutions that help clients meet their financial goals.  Previously, Michael spent two years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA Charterholder designation. Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf and football, including passionately following his beloved New England Patriots.

Paul Valdes

Regional Director

As a Beacon Pointe Regional Director, Paul coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Tri-State and New England areas.  With over twenty-five years of industry experience, Paul has worked in various wealth management and financial advisory roles at firms that include Nuveen Investments, Principal Financial Group, Pacific Life and Evergreen Investments.  Paul earned his Bachelor of Science degree in Business Administration at Fordham University.  He currently resides in Westchester County, NY with his wife and three children.

Connect with one of our trusted Financial Advisors in the Tri-State Area.

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

Beacon Pointe Dallas Partners

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