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Keith D Berman

Advisor Image
Keith D Berman
Financial Consultant
.
LUTCF®, FIC, RICP®, CLTC®, CKA®
11020 N Kendall Dr Ste 108
Miami, FL 33176
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

View all 
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Your commitment to serve can shape what’s next. Skills you strengthened through military service can continue making an impact in a financial advisor career, helping clients navigate important decisions and work toward meaningful goals. See where your strengths could lead at Thrivent: https://thriventcareers.com/4dW6z2v
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Many people think long-term care is only for later in life—but your 40s and 50s can be the best time to plan ahead. Together, let’s make sure your future health care needs and associated costs are addressed. See thrivent.com/social for important disclosures.
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Extended care planning can help you maintain your future independence, protect your finances and gain confidence knowing that when your health changes and you need assistance, you’ll have options. It may allow you to: 1️⃣ Choose where you receive care—even in your own home 2️⃣ Ensure your loved ones can be care managers, not caregivers 3️⃣ Prepare for the cost of care with greater certainty If you haven’t yet considered how to fund extended care, now is the time. Let’s discuss your options. See thrivent.com/social for important disclosures.
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