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