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Melissa Bergman, CFP®, CDFA®, APMA®, AWMA®
I believe buying or selling a home is one of the most personal and emotional decisions a person can make. My role is to make that journey not only seamless but deeply supported. With nearly two decades of experience in finance, I blend warmth, strategic insight, and clear communication to help clients feel understood and confidently guided from start to finish.
Earlier in my career, I advised high-net-worth families and business owners through complex financial transitions—work that taught me how to lead people through change with sensitivity, clarity, and strength. My background as a financial advisor and my experience in investment banking sharpened my ability to negotiate, structure deals, and advocate for clients, allowing me to protect your interests with precision in every transaction.
Today, I bring all of that experience into real estate. As a South Florida native with global exposure, I naturally connect clients, agents, and opportunities across markets, both locally and abroad. While real estate is at the heart of what I do, my work expands into creating a complete ecosystem that supports homeownership, lifestyle, and well-being—from corporate real estate benefit programs to attracting aligned residential, commercial, and international agent partners.
At my core, I see real estate as more than a transaction. It’s about creating a home, building wealth, and feeling at peace with your decisions. My mission is to be the steady hand, trusted advocate, and clear guide who stands with you through every step.
When I’m not with clients, you’ll likely find me cooking, sailing, doing yoga, dancing, playing pickleball, or traveling—creative pastimes that continually inspire the sense of home and lifestyle I share with those I serve.
“Home is not a place… it’s a feeling.”
- Cecelia Ahern