About Keith Berman

Whether you’re just starting out in your career or are preparing for the retirement you’ve dreamed about, I can help you identify financial opportunities to help you reach your ultimate destination with confidence. Based on your goals, needs and budgets, I can help develop a spectrum of financial solutions— including retirement income accumulation and distribution— which may include investments, insurance or annuities.

Education & Accomplishments

  • Life and Health Insurance Licenses
  • FINRA Series 66 Uniformed Combined State Law
  • FINRA Series 7 General Securities Representative
  • NAIFA, President of the National Association of Insurance and Financial Advisors for Miami Dade County.
  • MDRT, 13 year member of Million Dollar Round Table MDRT is an honor for sales, client service, ethical conduct, & industry knowledge
  • RICP, Retirement Income Certified Professional
  • CLTC, Certified Long Term Care
  • FIC, Fraternal Insurance Counselor
  • Bachelor of Science, Florida International University