Kevin Berce

About Kevin Berce

A Certified Financial Planner™ with significant experience in retirement planning…

Experience

1. Personal Financial Counselor (Pfc)

   Zeiders Enterprises, Inc.

   Jan 2017 — Present · US

   Zeiders Enterprises, Inc.(Government Contractor) 2015 – PresentPersonal Financial Counselor (PFC) Provides financial briefings (trainings) to Soldiers and other Service Members regarding a wide array of topics including, Thrift Savings Plan (TSP), money management, using credit wisely, raising financially fit children, investment planning, & more. Provides one-on-one, financial counseling sessions for Service Members & their Families. These sessions include the discussion of military benefits, as well as a financial assessment, budget planning, credit awareness, credit repair, investment planning, debt reduction, college planning, retirement planning, money management, goal setting, and more. Served as the Financial Expert for the Commanding MAJ General\'s Suicide Prevention Forum. The Forum was made up of 15 members and each member represented an area of expertise, which fall under three main categories; Relationships, Financial Hardship and Employment.

Education

• Elmhurst College

  Bachelor's degree

Skills

• Pensions
• Insurance
• Microsoft Office
• Strategic Planning
• Securities
• Estate Planning
• Public Speaking
• Series 7
• Financial Planning
• Solution Development
• Client Needs Analysis
• Financial Services
• Crm
• Technology Needs Analysis
• Retirement Planning
• Financial Education Seminars
• Mutual Funds
• Retirement
• Strategic Financial Planning
• Client Relationship Management
• Financial Risk Assesment
• Leadership
• Financial Analysis
• Investments
• Management
• Team Building