Melissa Gerckens, CFP®, CDFA®
Wealth Advisor

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As a Wealth Advisor at the New Jersey Tri-State Office, Mel strives to help her clients meet their personal financial goals by aligning their life and wealth through customized integration of portfolio management and comprehensive financial planning. Mel is a CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Divorce Financial Analyst (CDFA®), an active member of the Beacon Pointe Women’s Advisory Institute, and is a member of the New Jersey Pride Chamber of Commerce. Mel has dedicated her career to serving clients in need of specialized and comprehensive financial planning and has a passion for engaging and empowering her fellow female investors. She currently resides in Cranford, New Jersey, with her wife, their two sons, and Shiba Inu. She enjoys spending time with her family, day trips to the beach, and weekend trips to the lake.