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Melissa Weisz 073

A team approach

Our people collaborate to deliver highly personalized service to you.

Kaitlyn Casamento
Client Relationship Specialist
Oksana Kavka
Client Relationship Specialist
Peter O’Neill
CFP®
Wealth Advisor
David Pettit
CFP®
Wealth Advisor

Melissa Weisz

CFP®, CFA
Wealth Advisor

Melissa holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® designations, with over 15 years of experience in the financial industry. She is responsible for advising clients in the areas of financial planning and investment management.  Melissa currently serves on the firm’s Financial Planning Committee and has served as an Investment Committee member.  Melissa co-chairs RegentAtlantic’s Senior Solutions specialty practice, helping retirees to navigate issues around healthcare and legacy planning.  Melissa is a featured speaker and has been quoted in financial news media, including Bloomberg, Wealth Management Magazine, and Yahoo Finance.

Melissa graduated with a Bachelor of Science from Rutgers, The State University of New Jersey, with honors. She currently serves as a mentor in Rutgers Business School’s TeamUP program. She is a member of the CFA Institute, Financial Planning Association, and CFA Society New York.  Prior to joining RegentAtlantic, Melissa served as Vice President and Advisory Services Analyst at an independent Registered Investment Advisor in Parsippany, NJ.

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