Brad Berkowitz
Financial Services Representative @Coastal Wealth
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WORK HISTORY
Financial Services Representative @Coastal Wealth
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family\'s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
EDUCATION
The Wharton School
Bachelor of Science in Economics, Finance, Marketing
NYU Stern School of Business
MBA, Finance
The Wharton School
BS Economics, Dual major in Finance and Marketing
The Wharton School
BS of Economics, Finance and Marketing
SKILLS
ABOUT BRAD BERKOWITZ
Preparing for that next step in life isn’t always easy. My combination of experience…
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