Melanie Hertzberg

Financial Advisor|CLF®

Schedule a virtual 30 minute meeting

3300 PGA Boulevard Suite 400, Palm Beach Gardens, FL 33410

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Helping Individuals, Families, and Businesses Protect What's Theirs & Create Their Most Amazing Financial Future

My planning process isn’t one-size fits all, it’s tailored for each client - individuals, families, and businesses of all sizes. Your goals and aspirations are unique, so it only makes sense that your financial plan should be, too. My process is comprehensive and personalized for your circumstances, bringing you customized solutions that match your life stage and financial ability. I hope to help you find relevance around what financial security means to you by helping you address your risk management, wealth accumulation, wealth preservation, and distribution needs.

SERVICES TAILORED TO YOUR NEEDS
• Financial Planning
• Risk Management Planning
• Retirement Planning
• Tax-Efficient Strategies
• Multigenerational Planning
• Legacy Planning
• Estate Planning
• Business Planning
• Education Funding

My commitment to you is simple - I will always put you first. My approach begins with what’s important to you and ends with a comprehensive financial plan designed to get you there.

More About Me

My goal as a Financial Advisor is always to be of service and in working with me, we will together identify ways to help ensure you reach your financial goals and objectives. I hope to make an impact on your life, especially as it pertains to the way you interact with money. When we are confident in our daily financial habits, and plan for the future, we simply live better, happier lives.

To date, I hold the Chartered Leadership Fellow (CLF®) designation through The American College of Financial Services as well as a Life, Health, and Variable Contracts license along with the FINRA Securities Industry Essentials (SIE), Series 6, and Series 63 licenses.

When I am not busy helping map out financial plans for my clients, I am likely spending time with my loving husband and best friend, Brad, and our son, Jack. Brad and I are new parents who enjoy traveling and giving back to our community. We met through the Leadership Palm Beach County Engage program, of which I am an Alumni of the Class of 2018. I am involved with many other organizations and nonprofits on both the national and local level, as well, including but not limited to: the Palm Beach North Chamber of Commerce, the American Cancer Society, Friends of Jupiter Beach, Habitat for Humanity, 211 HelpLine, Meals on Wheels of the Palm Beaches, the Women's Foundation of Florida, the Women's Field Association of Northwestern Mutual, and the Financial Representatives Association.

I can't wait to meet you and help you spend your life living!

P: 561.284.8082 | E: melanie.hertzberg@nm.com