Melissa Gerhardt, CFP®, ChFC®, CEPA®

As a Senior Advisor since 2012, Melissa provides comprehensive financial planning and financial services to business owners and individuals through Commonwealth Financial Network®.  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 sits on the board for Forum for Ethics in the workplace. 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.

Melissa offers securities and advisory services through Commonwealth Financial Network®.

Melissa Gerhardt offers securities and advisory services through Commonwealth Financial Network®, Member http://www.finra.org/www.sipc.org, a Registered Investment Adviser. Melissa Gerhardt is an employee of HUB International. HUB Retirement and Private Wealth is not a registered broker dealer or registered investment adviser. HUB and Commonwealth are separate and unrelated entities.

HUB International and Commonwealth are engaged in a referral arrangement where HUB refers potential clients to Commonwealth Advisors. HUB is not a client of Commonwealth.  HUB receives all commissions and fees, as applicable, that the advisor would receive from Commonwealth resulting from these referrals. These payments create a financial incentive for HUB to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search wherever local businesses are reviewed.