Merrill Lynch Financial Advisor Brett Berkman

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Brett Berkman is a financial advisor based in Greenwich, Connecticut, affiliated with Merrill Lynch. He specializes in providing investment advice and strategies tailored to individual client goals, risk tolerance, time horizon, and liquidity needs. As a Certified Knowledgeable Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC), Brett brings a wealth of knowledge to his practice. He serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives through personalized guidance.

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