Peter Berlin, CRPC®
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’ interest 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 advisory 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 love to relax at the shore, experience different foods while dining out with family and friends and take long walks along the beach.
Interested in hearing more from Pete? Check out his latest market update videos here.
CRPC® conferred by College for Financial Planning.