Gregory Berlin is an experienced Financial Advisor serving individuals, families and businesses throughout Northwest Pennsylvania and Northeast Ohio in all aspects of financial planning, retirement planning, and wealth management.
Greg has a team approach and works with Ronald Pirro, Michael Zawatsky, and Hal Pollov.
He is a graduate of Indiana University; Greg earned both a BM in violin performance and BSOF in Business. He has a Master of Business Administration degree from the Weatherhead School of Management at Case Western Reserve University. He has also earned an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.
In addition to financial seminars Greg has delivered seminars on parenting issues, general business topics, and personal & financial wellness. He also represents work life providers and EAPs at health fairs and visibility events educating employees on their benefit plans.
Greg volunteers his time to SOFA (Society for Financial Awareness) and Junior Acheivement with their missions to eradicate financial illiteracy in this country.
|Firm Start Year:||1988|
|Name of Broker/Dealer:||Wunderlich Securities|
|Name of Custodial Firm:||Wunderlich Securities|
|States Licensed in:||Most states|
|Number of Years with Current Firm:||7|
|Investment Types:||Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Options & Futures , Insurance , Annuities , Stocks , Bonds , Mutual Funds , Commodities , Socially Responsible Investments (SRI)|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Annuity , Disability , Long Term Care , Variable Life , Variable Annuity , Life|
|I work with clients as part of a team:||Yes|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||all accounts|
|Compensation Methods:||Commissions , Flat Fee , Based on Assets|
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