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Brad Berkowitz

Investment Advisor Representative

Brad Berkowitz is a seasoned professional with a diverse background in finance, insurance, and estate strategies.

With a strong educational foundation including a BS in Economics with dual majors in Finance and Marketing from The Wharton School, an MBA in Finance from NYU Stern School of Business, and a Bachelor of Science in Economics, Finance, and Marketing, Brad is well-equipped to offer comprehensive financial advice.

Brad Berkowitz has held various key positions in reputable organizations, including Coastal Wealth, NFL, CFL, ScheduleSmith, Robeco, Cramer Berkowitz, AXA Advisors, Lehman Brothers, and Integrated Resources.

His experience ranges from being a Financial Services Representative to serving as a Principal, District Manager, and Vice President in different financial institutions.

Brad Berkowitz's expertise extends to estate strategies, insurance needs, retirement planning, and college savings, ensuring that clients receive tailored solutions to meet their financial goals.

With a focus on providing unparalleled attention and insight, Brad Berkowitz promises a unique level of service that caters to individual needs and aspirations.

Brad Berkowitz
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Location

Delray Beach, Florida, United States