Berkson Asset Management, Inc. Information

Founder and principal of Berkson Asset Management, Inc., Steven M. Berkson, CPA/PFS, MBT, CFP, first formed an accounting firm, Berkson & Berkson in 1987. It proved to be resoundingly successful. Soon thereafter, he began to receive repeated requests from clients to address and manage their additional financial needs. In response, Steve formed Berkson Asset Management. With a shared philosophy yet offering a different skill set of innovative, highly personalized, comprehensive and cost effective financial services and advice, Berkson Asset Management came to be in 1995. Headquartered in Woodland Hills, California and serving clients in the Los Angeles area and throughout the country, Berkson Asset Management has grown to become one of the most respected independent financial firms of its kind.