Financial Planners
in Roseland, New Jersey

Based in the Newark area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

103 Eisenhower Parkway, Suite 202, Roseland, NJ 07068

(973) 496-8611

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Connect with Us

Connect with One of Our Trusted Financial Planners in Roseland, NJ

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

103 Eisenhower Parkway, Suite 202, Roseland, NJ 07068

(973) 496-8611

Get Directions
Client Testimonials

Extensive knowledge of various aspects of financial planning and insurance has been invaluable to us.

Contact This Office
The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Extensive knowledge of various aspects of financial planning and insurance has been invaluable to us.

Contact This Office
The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

Meet Our Roseland Financial Planners & Advisors

Managing Directors

Reed Finney, CFP®, CLU®

Partner, Managing Director

Reed is a Partner and Managing Director at Beacon Pointe Advisors and has over 35 years of financial planning experience. Reed is passionate about helping his clients meet their financial goals, forming close relationships, and ushering them through many of life’s milestones. Prior to merging with Beacon Pointe in 2023, Reed was a Partner at Bleakley Financial Group. Reed is a graduate of Lehigh University with a bachelor’s degree in finance.  He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Life Underwriter (CLU®).  Reed and his wife, Susan, live in Essex Fells, NJ, and share five children. Outside of the office, Reed enjoys playing tennis, reading, listening to the Grateful Dead, spending time with his family in Cape Cod, and walking Quinn (the family golden retriever).

Wealth Advisors

James Elliott

Wealth Advisor

James serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, risk management planning, and investment management. James specializes in delivering a comprehensive investment strategy, aligning clients’ investments with their overall financial objectives, and gaining a deep understanding of their aspirations, risk tolerance, and long-term vision, while also carefully managing tax considerations. James graduated from the College of Wooster earning a business economics degree and holds a Series 65 license. An avid outdoors enthusiast, James loves exploring nature with his partner, Addison, and their dog, Astro. In his free time, James indulges in tech-centric passion projects and working on his classic car.

Justin Poplawski, CFP®, RICP®, PPC®

Senior Wealth Advisor

Justin is a Senior Wealth Advisor at Beacon Pointe Advisors with nearly two decades of extensive financial services experience under his belt. Justin is responsible for providing clients with comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management; developing holistic financial strategies to help clients meet their goals. Justin holds a degree from William Paterson University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a Retirement Income Certified Professional (RICP®), and a Professional Plan Consultant® (PPC®). Residing in New Jersey with his wife, Lindsay, and their three children, Justin derives fulfillment from outdoor pursuits, golf, fitness activities, and cherished moments with his family.

Client Service & Operations

Andrew Bello

Client Service Associate

Andrew is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Andrew worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey before merging with Beacon Pointe Advisors in September of 2023. Andrew earned his bachelor’s in music studies from William Paterson University. Outside of the office, he enjoys spending time with his friends and family, following New York Mets baseball, and listening to various genres of music.

Melissa Chan

Senior Client Service Associate

Melissa is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Prior to joining Beacon Pointe, Melissa worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey before merging with Beacon Pointe Advisors in September of 2023. Melissa earned her certification in Business Administration with Computerized Accounting/Bookkeeping from Eastwick College. Outside the office, Melissa enjoys spending time with her family and friends.

Sandra LaBarre

Executive Assistant

Sandra is the Executive Assistant for the Roseland, New Jersey team and is responsible for administrative requests and queries. Prior to joining Beacon Pointe, Sandra worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey for 19 years.  Sandra earned her bachelor’s degree in business administration with a concentration in marketing from Caldwell University.  She currently resides in Sparta, New Jersey. Outside the office, she enjoys spending time with her family, exercising, watching sports, and relaxing on their boat.

Connect with one of our trusted Financial Advisors in the Newark area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Roseland, NJ team if we can be of service.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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