FRED BERENS

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Fred Berens is a financial consultant based in Coral Gables, Florida, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Fred employs a detailed discovery process to understand each client's specific financial situation, time horizon, and risk tolerance. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial challenges.

Reviews

Location

Business Information