Harvey S. Berk, CFP®, CRPC
Comprehensive Wealth Management Advisor

Harvey S. BerkHarvey Berk is in his fourth decade of assisting clients with investments, risk management, and wealth transfer. He is CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and a Chartered Retirement Planning CounselorSM (CRPC®); he is also well versed in estate planning. In addition, Harvey is an LPL-registered general securities principal, LPL-registered government securities principal and LPL Investment Advisor representative, and is licensed to sell life, health, annuity and long-term care insurance. During his career, Harvey has trained many financial professionals and conducted public presentations for both professionals and non-professionals.

Harvey founded his independent practice in 1989 and has been affiliated with LPL Financial for 18 years. He has been among the top advisor firms at LPL Financial (based on total gross production throughout the LPL Financial network of independent advisors) for 15 consecutive years, which gives Berk Wealth Management priority services and access to LPL Financial resources.

Harvey’s unique experience in public education and psychology, coupled with his extensive training and experience in the field of financial planning and wealth management, helps him better understand clients and assist them in pursuing their goals in a way that meets their personal needs.

Email: harvey.berk@berklpl.com