Melissa Gerckens, CDFA®, CFP®
Wealth Advisor

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As a Wealth Advisor at the New Jersey Tri-State Office, Mel works closely with her clients to help them align 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®), and an active member of the Beacon Pointe Women’s Advisory Institute. Mel co-founded the Cranford-Union PFLAG chapter, a non-profit organization dedicated to supporting the LGBTQ+ community and their allies, and is a member of the New Jersey Pride Chamber of Commerce. Mel has dedicated her career to serving clients in need of in-depth financial planning and has a passion for engaging and empowering her fellow female investors and the LGBTQ+ community. She currently resides in Westfield, New Jersey, with her wife, three children, and Shiba Inu. She enjoys spending time with her family, taking day trips to the beach, and going on weekend trips to the lake.