Melissa Gerckens, CFP®
As a Wealth Advisor at the New Jersey Tri-State Office, Mel 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 Associate 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. She currently resides in Cranford, NJ with her wife, their son, and their Shiba Inu. She enjoys hosting events at their home, hiking, cooking, and taking trips to her family’s lake house in the Pocono Mountains.