David F. Berdow,  CFP<sup>&reg;</sup> - Financial Advisor

David F. Berdow, CFP®

Financial Planner

Berdow Planning Group, LLC.

104.5 Forrest Avenue, Po Box 900
Narberth, PA 19072
(610) 896-1574 CONNECT WITH David
  • facebook link


David Berdow is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Berdow Planning Group, LLC. in Narberth, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 66

Designations & Certifications

  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Startup, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households


Helpful Financial Planning Resources