Donald J. Hertling, CFP®, MST
Managing Director, Partner

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.

Loading...