Melissa Gerckens, CFP®
As a Wealth Advisor at the New Jersey Tri-State Office, Mel partners with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Mel strives to help her clients meet their personal financial goals by analyzing their 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 NY Life and 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 hiking, cooking, and taking trips to her family’s lake house in the Pocono Mountains.