Melissa Gerhardt, CFP®, ChFC®, CEPA®

As a Wealth Management Advisor since 2008, Melissa provides comprehensive financial planning and financial services to business owners and individuals. Alongside a team of advisors and staff in the Lehigh Valley, she is committed to providing clients with professional service and assistance in helping them pursue their financial future.

Melissa’s passion is helping business owners develop a successful exit plan and build value in their business and personal life. A successful exit plan is an ongoing process that focuses on maximizing business value, creating personal financial confidence, and continuing to develop the next chapter of a client’s life.

Melissa graduated Summa Cum Laude from Kutztown University of Pennsylvania with a Bachelor of Science degree in Finance and Marketing.

Service to the community is important to Melissa. She is a board member for Kutztown University’s CFP Advisory Board and an Alumni of Alpha Phi Omega, National Co-Ed Service Fraternity. She is also a member of the Redeemer Bible Fellowship Church in Topton, PA.