Bringing that extra personal touch, each quarter Pete Berlin records short video messages to make sure his clients are staying up to date with current topics and market updates. Click the link below to view his current messages.
It is the commitment of Claritas Financial Partners to bring clarity to the financial lives of our clients. Peter has nearly 33 years of experience in the financial services industry and is dedicated to putting his clients’ interests first. He is committed to explaining things in comprehensible terms and takes care to understand his clients’ needs and values. He offers comprehensive financial advice and a broad range of solutions to help his clients reach their short and long-term life and financial goals.
Peter began his career as a financial advisor with American Express in 2002 and worked for several national firms prior to working with Ameriprise Financial Services for the past 10 years. In 2020, Peter made the decision to join Claritas Financial Partners, an independent firm, and affiliate with LPL Financial. This move allows Peter to improve his client service and continue to provide his clients with objective and personalized financial advice. He currently focuses on retirement planning and developing wealth accumulation and income strategies for his clients and their families.
Peter received his Bachelor of Arts (B.A.) in Psychology from Stony Brook University and completed graduate courses at Cornell University in New York. He is a Chartered Retirement Planning Counselor™ (CRPC®) which is a professional financial planning designation awarded by the College for Financial Planning and is focused on client-centered problem-solving and creating a road map for retirement.
Some of Peter’s favorite past times are attending sporting, musical, and theater events. He loves to bake and is especially proud of his banana chocolate chip bread. Peter and his wife enjoy dining out with family and friends to experience different foods together, and love to relax at the shore and take long walks along the beach.
CRPC® conferred by College for Financial Planning.
Education & Qualifications
Stony Brook UniversityCornell University
AK, AR, CA, DE, FL, GA, IL, NJ, NY, PA, TX, VA
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At Claritas Financial Partners, we have the client—and only the client—in mind. Our goal is to bring Clarity to your Financial life.
1 Holtec Drive,
Marlton, NJ 08053
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