If you need more lookups,
subscriptions start at $34 USD/month.
Steven Berkson Location
Los Angeles, CA, US
Steven Berkson Work
2024 -now Trustee, Board Trustee
2022 -2024 Senior Wealth Advisor @
1992 -2022 President @ Berkson Asset Management, Inc.
1987 -2022 Principal @ Steven M. Berkson, CPA
1982 -1987 Tax Manager @
Steven Berkson Education
USC Marshall School of Business
MBT (Master of Business Taxation)
1983-1986
UCLA
BA (Economics)
1979-1982
Steven Berkson Skills
Estate Planning
Financial Planning
Portfolio Management
Tax
Asset Management
401k
Wealth
Investment Strategies
High Net Worth Individuals
Real Estate
Asset Allocation
Financial Planners
Strategic Financial Planning
CPA
Finance
Tax Preparation
Asset Managment
Income Tax
Trusts
Investments
Mergers & Acquisitions
Due Diligence
Mergers and Acquisitions
Steven Berkson Summary
Steven Berkson, based in Los Angeles, CA, US, is currently a Trustee, Board Trustee at Self Employed. Steven Berkson brings experience from previous roles at Mercer Advisors, Berkson Asset Management, Inc., Steven M. Berkson, CPA and Touche Ross & Co.. Steven Berkson holds a 1983 - 1986 MBT in Master of Business Taxation @ USC Marshall School of Business. With a robust skill set that includes Estate Planning, Financial Planning, Portfolio Management, Tax, Asset Management and more. Steven Berkson has 2 mobile phone numbers on RocketReach.
Looking for a different Steven Berkson?
Find contact details for 700 million professionals.