Peter Berlin is a Chartered Retirement Planning Counselor™ (CRPC®) and brings nearly 35 years of experience in the financial services industry. He has always had a passion for investing and learning about the markets, and he knew he wanted to become a financial advisor and help people after 9/11. Before joining Claritas Financial Partners in 2020, Peter was responsible for Environment, Health, and Safety (EHS) management at Merrill Lynch. His career as a financial advisor began at American Express in 2002, and he has worked at several other national firms, including Ameriprise Financial Services.
Peter earned a Bachelor of Arts (B.A.) degree in Psychology from Stony Brook University and completed graduate courses at Cornell University. He specializes in creating custom financial plans for healthcare professionals. One of his strengths is identifying and implementing solutions that his clients can understand while helping them verbalize their goals and dreams.
He is an avid supporter of the Ovarian Cancer Research Foundation, the Sandy Rollman Ovarian Cancer Foundation, and Vietnam Veterans of America. Some of Peter’s favorite activities include attending sporting, musical, and theater events, and spending time with his two dogs, Charlie and Bennie. He and his wife like to experience new foods with family and friends, and he also loves relaxing at the shore and taking long walks along the beach.
Favorite Part of His Job:
“My favorite thing would be getting to know how my clients’ lives are going when we talk. These conversations help me to gauge how we are doing and if we need to make any adjustments due to changes (good or bad) in their lives.”
Words of Wisdom:
“Assuming you are allocated correctly for your risk tolerance, don’t sweat short-term market performance for long-term goals. Time in the market trumps timing the market.”
Registered states
AK, AR, CA, DE, FL, GA, IL, NJ, NY, PA, TX, VA
