Brooks Berardi Email & Phone Number
Partner, Executive Benefits and Investments @ Earnest Consulting Group
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Brooks Berardi Location
- Battle Ground, WA, US
Brooks Berardi Work
- 2023 -now Partner, Executive Benefits and Investments @
- 2019 -2023 Executive Benefits Specialist @
- now Investment Advisor Representative @ McCoy Foat Wealth Management Group, LLC
- now Executive Benefits Consultant @ Professional Risk Management
- 2012 -2014 LPL Registered Representative @ Oswego Wealth Management
- 2008 -2012 Internal Wholesaler @
- 2006 -2006 Junior Sales Associate @
Brooks Berardi Education
- University of Oregon - Charles H. Lundquist College of Business
B.S. (Finance, Entrepreneurship)
2003-2008 - Jesuit High School
Brooks Berardi Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- IRAs
- Investments
- Relationship Management
- Variable Annuities
- Series 6
- Finance
- 401k
- Retirement Plan Consulting
- Asset Allocation
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- FINRA
- Investment Strategies
- Risk Management
- Asset Management
- Long Term Care
- Disability Insurance
- Wealth
- Series 24
- Term Life Insurance
- Health Insurance
- Retirement
- Series 65
- Life And Health Insurance Licenses
- Series 7
- Employee Benefits
- Securities
Brooks Berardi Summary
- Brooks Berardi, based in Battle Ground, WA, US, is currently a Partner, Executive Benefits and Investments at Earnest Consulting Group. Brooks Berardi brings experience from previous roles at CUNA Mutual Group, McCoy Foat Wealth Management Group, LLC, Professional Risk Management and Oswego Wealth Management. Brooks Berardi holds a 2003 - 2008 B.S. in Finance, Entrepreneurship @ University of Oregon - Charles H. Lundquist College of Business. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Financial Planners and more. Brooks Berardi has 2 emails and 2 mobile phone numbers on RocketReach.
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