Ron J.  Berkowitz CFP®, CPA*, PFS

Ron J. Berkowitz CFP®, CPA*, PFS

Born and raised in Westchester County, Ron offers his 29 years of financial planning experience to the greater Westchester community. As a experienced financial planner, Ron serves his clients by giving clarity to their financial and personal goals, and helps preserve their economic legacy through retirement and estate planning.

The retirement landscape has become more complex. A client’s desire to live an enriching life in retirement requires a strategic and personalized plan. Ron’s experience and independence provide his clients access and freedom to select from a range of investment and financial products that are well matched with their objectives. Whether clients are still planning or currently enjoying retirement, Ron’s comprehensive knowledge of investments, taxes, personal finance, insurance, and estate planning promotes and helps preserve the clients’ financial and physical well-being.

In addition to receiving his Business Administration degree from Boston University, Ron is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.  Ron holds the FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Investment Adviser Law Exam) licenses.  Ron is a Registered Representative with Commonwealth Financial Network® and an Investment Advisor Representative with Commonwealth Financial Network®.

Ron lives in Westchester County with his wife, Joanna. Together, they have three children, Zachary, Sam and Sophie. 

*not currently practicing