Steven Berkson Location
- Los Angeles, CA, US
Steven Berkson Work
- 2024 - now Trustee, Board Trustee
- 2022 - 2024 Senior Wealth Advisor @
- 1992 - 2022 President @
- 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 1 mobile phone numbers on RocketReach.
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