Melanie Hertzberg

WORK HISTORY

EDUCATION

ABOUT MELANIE HERTZBERG

Making financial decisions can feel overwhelming, but it doesn\'t have to. My mission is to provide you with the confidence to live for today, stress less about money, and best prepare for the what-ifs. My planning process isn’t one-size fits all, it’s tailored for each client. 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 do this work in honor of my mom, who my family lost to cancer much too young. I was only 9 years old when my mom passed away and she had just turned 42 only a week prior to her passing. I learned from an early age the realities of financial worry and know firmly that the work I do casts a ripple much larger than I may ever see. My passion, my purpose, my \"why\" is to educate, empower, and embolden my clients to live better, happier, more financially free lives.I hold the Chartered Leadership Fellow (CLF®) designation through The American College of Financial Services, the Life, Health, and Variable Contracts license, and the FINRA Securities Industry Essentials (SIE), Series 6, and Series 63 licenses.I partner with clients in 23 of the 50 states. Wouldn\'t it be cool if I had clients in every state? I am currently accepting new clients and deeply value introductions to family members, friends, and colleagues. I most commonly work with families like mine – young families who believe in the value of comprehensive financial planning that allows them to live confidently knowing they will arrive well-positioned for both the good times and bad. I also partner with strong women across many fields but who primarily work in education, nonprofit, medicine, law, as business owners, and who are homemakers.I am a wife to my husband and best friend, Brad, and a mother to our son, Jack. Our family enjoys traveling and giving back to our community. Brad and I 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, Meals on Wheels of the Palm Beaches, 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: 56••••••82 | E: m••••••••@nm.com