Chuck Berman

About Chuck Berman

I provide financial strategies that challenge traditional thinking through an uncommon approach toward the goal of achieving Financial Confidence.My focus is on the Controllable Rate of Savings, not the Uncontrollable Rate of Return.My Process is focused on Income Under Management, not Assets Under Management./COMPLIANCE:2024-80/

Experience

1. Registered Representative

   WestPac Wealth Partners

   Apr 2014 — Present

   Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd,#300 San Diego, CA 92••••••••00. Securities products offered through PAS, member FINRA, SIPC. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS.| CA License Number: 0I00924.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Skills

• Vendor Management
• Marketing
• Project Planning
• Team Building
• Management
• Account Management
• Due Diligence
• Budgets
• Finance
• Project Management
• Small Business
• Brokerage
• Entrepreneurship
• Analysis
• Contract Negotiation
• Selling
• Real Estate Economics
• Risk Management
• Construction
• Sales Management
• Business Strategy
• Business Development
• Management Consulting
• Financial Analysis
• Real Estate
• Strategy
• Insurance
• New Business Development
• Executive Management
• Leadership
• Business Planning
• Operations Management
• Marketing Strategy
• Strategic Planning
• Sales
• Negotiation
• Leases
• Forecasting
• Contract Management
• Financial Services