Jeffrey Neal Berman,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey Neal Berman, CFP®

CPA/PFS,

Shareholder/Partner

Kahn Berman Solomon Taibel & Mogol, PA

307 International Circle, Suite 620
Hunt Valley, MD 21030
(410) 308-0300

General

Jeffrey Berman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kahn Berman Solomon Taibel & Mogol, PA in Hunt Valley, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: MD
  • Health/disability insurance: MD
  • Fixed annuities: MD
  • Variable annuities: MD

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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