Jeffry A. Berman,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffry A. Berman, CFP®

Employee Benefit Systems, Inc.

512 Carneros St
Wake Forest, NC 27587
(315) 432-5522 x102


Jeffry Berman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Employee Benefit Systems, Inc. in Wake Forest, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications


Insurance Licenses

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care


Helpful Financial Planning Resources