The Expert Network celebrates its newest member, Harvey Berk
New City, NY, August 10, 2016 (Newswire.com) - Harvey Berk, Founder & President, Berk Wealth Management, The Grandparent Legacy Program®, has joined The Expert Network, an invitation only service for distinguished professionals. Mr. Berk has been chosen as a Distinguished Wealth Manager™ based on peer reviews and ratings, dozens of recognitions, and accomplishments achieved throughout his career.
Mr. Berk outshines others in his field due to his extensive educational background, recognitions, and career longevity. He received a Bachelor’s Degree in Psychology and Chemistry from Case Western Reserve University and a Master of Education from City College of New York. Mr. Berk founded his independent practice in 1989 to offer his clients a wide range of financial services. As a Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Mr. Berk assists clients with investments, risk management, and wealth transfer, in addition to advising them on optimal retirement strategies. Berk Wealth Management became affiliated with LPL Financial in 1998, allowing Mr. Berk to become an LPL-registered general securities principal, LPL-registered government securities principal and LPL Investment Advisor representative. He is also licensed to sell life, health, annuity and long-term care insurance.
"My practice is focused on people aged 60-plus. These days, the money is with the aging population, so their retirement isn't what it was 30 years ago. It's not your grandfather's retirement. People are doing different things, they're living longer, and they have different concerns than they did when I first entered the business. And the investment business is very different than it was when I first became a CFP. There are more products as well as more regulations, and people's needs are different so the industry has changed tremendously."
Harvey Berk, Founder & President, Berk Wealth Management, The Grandparent Legacy Program®
With 37 years dedicated to wealth management, Mr. Berk brings a wealth of knowledge to his industry. When asked why he decided to pursue a career in wealth management, Mr. Berk said:
"I had been in education and I had been the specialist in pension benefits for the people I worked with my school. I became familiar with the options and planning criteria for the various pension tiers of the NYC Teachers' Retirement system.”
As a thought-leader in his industry, Mr. Berk is dedicated to providing his diverse clientèle with comprehensive wealth management services, including estate planning, retirement plans, investment and risk management, wealth transfer, and insurance coverage. Mr. Berk's experience in public education and psychology, coupled with his extensive training and experience in the field of financial planning and wealth management, gives him a unique perspective that helps him to better understand clients and their financial needs. His early experience helping his colleagues with their pension funds has helped Berk appreciate the importance of wealth management as people near retirement. He noted:
“My practice is focused on people aged 60-plus. These days, the money is with the aging population, so their retirement isn't what it was 30 years ago. It's not your grandfather's retirement. People are doing different things, they're living longer, and they have different concerns than they did when I first entered the business. And the investment business is very different than it was when I first became a CFP®. There are more products as well as more regulations, and people's needs are different so the industry has changed tremendously.”
This focus on an aging population has inspired Mr. Berk to expand the services he offers clients. In addition to his comprehensive wealth management practice, Berk is the founder of the Grandparent Legacy Program™, a dedicated multi-generational wealth transfer program designed to help grandparents transfer their wealth to their grandchildren in a tax efficient manner.
For more information, visit Mr. Berk's profile on the Expert Network here: http://expertnetwork.co/members/harvey-berk/380dc83130dd6b64
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The Expert Network has written this news release with approval and/or contributions from Harvey Berk. The Expert Network is an invitation-only reputation management service that is dedicated to helping professionals stand out, network, and gain a competitive edge. The Expert Network selects a limited number of professionals based on their individual recognitions and history of personal excellence.
Source: The Expert Network
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