Roseland, NJ Office

Team
Updated today

Client AUM

$49,135,583,845

Clients

29,565

Advisors

6

Of 472 advisors across 98 offices

Location

103 Eisenhower Parkway, Suite 202

Roseland NJ 07068

Advisors at this office

6

Advisors at this office

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John F

CFP®, Series 63, Series 66

Roseland, NJ

Beacon Pointe Advisors, LLC

John Finney is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior roles include positions at Bleakley Financial Group, LPL Financial, and Private Advisor Group. Outside of advisory work, he is also an insurance agent with Beacon Pointe Insurance Services, LLC, focusing on life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by platforms such as Envestnet UMA.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Gavin F

Series 63, Series 65

Roseland, NJ

Beacon Pointe Advisors, LLC

Gavin Ford is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Hartford Funds Distributors, IPTA Clinical LLC, and Rutgers University, among others. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across various asset classes.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Andrew B

Series 65

Roseland, NJ

Beacon Pointe Advisors, LLC

Andrew Bello is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 license and one year of industry experience. He previously worked at Bleakley Financial Group and Red Oak Wealth Management. Bello is also an agent with Beacon Pointe Insurance Services, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced CIO services to a diverse range of clients, including high-net-worth individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with independent manager selection and employs both active and passive strategies across public and private assets.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Connor M

Series 65

Roseland, NJ

Beacon Pointe Advisors, LLC

Connor Morie is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at IEEE and involvement with a recreational summer camp. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a manager-focused investment approach supported by proprietary due diligence and third-party platforms.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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David A

Series 65

Roseland, NJ

Beacon Pointe Advisors, LLC

David Aranowitz is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and no prior industry experience. His background includes diverse roles across education, development, and technology sectors. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across multiple asset classes.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Justin P

CFP®, Series 63, Series 65

Roseland, NJ

Beacon Pointe Advisors, LLC

Justin Poplawski is a CFP® professional with 18 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Bleakley Financial Group, LPL Financial, and Private Advisor Group. In addition to his advisory role, he is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a mix of third-party independent managers selected through a formal due-diligence process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
View complete list of advisors at this office
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