Ron J. Berkowitz,  CFP<sup>&reg;</sup> - Financial Advisor

Ron J. Berkowitz, CFP®

CPA/PFS

Westchester Financial Advisors

220 White Plains Road, Suite 425
Tarrytown, NY 10591
FINANCIAL ADVISOR'S WEBSITE
(914) 909-1523

General

Ron Berkowitz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Westchester Financial Advisors in Tarrytown, NY and the surrounding communities.

Financial Advisor Overview

As a CERTIFIED FINANCIAL PLANNER™ practitioner I specialize in retirement, estate, investment, tax and insurance planning issues. Using a strategic approach, I develop a plan to help each client meet their financial goals and objectives.

My recommendations reflect a long-term approach to financial planning and are based on a client's personal goals, objectives and risk tolerance.

Relationships are very important to me, and once a plan is in place, my role as an advisor continues. Because a client's situation is always changing, I conduct timely and regular reviews to ensure that the plan is up-to-date and on target to meet that client's future goals.

My entire professional career has been in the financial services field. As an extension of my practice, I have conducted many courses in retirement and estate planning for various groups and associations in the tri-state area.

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Financial Advisor Experience

In addition to a BS degree in Business Administration from Boston University's School of Management, I am a CERTIFIED FINANCIAL PLANNER™ practitioner having received my certification from Pace University, Pleasantville, NY. I am also a Certified Public Accountant and a Personal Financial Specialist. These certifications identify individuals who have met the educational and examination requirements, as well as the experience and ethics standards of the State Board of Public Accountancy, the AICPA, and the Certified Financial Planner Board of Standards. These governing bodies all require continuing education credits be satisfied in order to remain in good standing.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources