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Keith D Berman

Advisor Image
Keith D Berman
Financial Consultant
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LUTCF®, FIC, RICP®, CLTC®, CKA®
Retirement Planning
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
My qualifications
  • Life Underwriter Trainers Council Fellow®
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Certified Kingdom Advisor®
  • Series 7 - General Securities Representative
My state licenses
  • Colorado
  • Florida
  • Georgia
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Wisconsin

Insights

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.
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Relationships are at the heart of every successful financial practice. If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own. Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
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The right life insurance policy helps ensure your legacy supports those you love and the causes you care about. But how much do you need and what type is right for you? Find out here: https://bit.ly/4779hhg
Office location
Miami Location
11020 N Kendall Dr Ste 108
Miami, FL 33176
Phone305-596-6730Fax855-873-1908Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations