Hyun Berkley

About Hyun Berkley

I look forward to getting to know you and working closely together. In today\'s changing world you need a dedicated financial advisor on your side. My passion lies in understanding your needs. I accomplish this by listening carefully, asking lots of questions and taking time to understand what is important to you. Then, we work together to create a customized set of financial solutions, so you may be able to weather life\'s surprises and realize your dreams. I have seen how important the right information and guidance can be in reaching financial goals in my own life. I am proud to be on Edward Jones team. Edward Jones has recently celebrated 100 years of impact. We partnered with our clients and communities and built deep relationships and we continue to help them achieve their goals. I saw this firsthand when I was a client and it inspired me to join the Edward Jones as a financial advisor.My bachelor\'s degree in Economics is from The University ofChicago. In addition, I am a licensed financial advisor (series 7 and 66) as well as licensed in Life and Health Insurance. I also earned the CFP® certification and AAMS™ designation.I live in Livingston, NJ, with my husband and our four sons. Community means a lot to me. I am past president of the Livingston Rotary and a board member for the past 5 years. I am also a graduate of Leadership Kalamazoo (MI), a formal president of the Junior League of Kalamazoo and a former president of the Portage Newcomers (MI), and I served as a parent representative for the Portage District Advisory Council. I am grateful for the opportunity to serve my community. When I am not working, you can find me walking, at the yoga studio, attending my son\'s soccer games, traveling and spending time with family and instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Mar 2013 — Present · Clifton, NJ, US

   Advising individuals with financial investments: Saving for Education, Saving for Retirement, Living in Retirement and Tax-advantaged investments.

Education

• University of Chicago

  Bachelor of Arts (BA), Economics

  1985 — 1990

Skills

• Research: Equities, Fixed Income, Mutual Funds
• Portfolio and Retirement Plan Review
• Insurance: Term Life, Permanant Life, Long-Term Care, Long-Term Disability
• Individual Retirement Accounts: Roth Iras, Traditional Iras
• Fixed-Income Investments: Bonds, Bondunit Investment Trust
• Financial Calculators: Cost Basis, Estate Considerations, Tax Estimator
• Annuities: Fixed, Immediate, Variable
• Equity Investments: Common Stocks, Stock Unit Investment Trust
• Business Retirement Plans: 401(K)S, 403(B)S, 457(B)S, Sep Iras, Simple Iras
• Education Savings: 529 Plan