David Berman, CFP®, CLU
David holds a B.S. degree from
Certified Financial Planner™ (CFP®) designation in 1993 and was admitted to the Registry of Certified Financial Planners in 1994.
also holds both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
e is a Registered Representative and Investment Advisor Representative with NFP Securities
, and a member of PartnersFinancial
, a premiere national network of over 200 independent financial services firms nationwide.
has been featured or quoted regularly in both the local and national media including USA Today, The New York Times, Business Week, U.S. News & World Report, Bloomberg, CNN, CNN Money, The Baltimore Sun, The Chicago Tribune, The Journal of Financial Planning, and Dow Jones Newswire
David's pride and joy are his
twin children, Chase and Ashley.
wife Andy live in downtown Baltimore, and spend as much time as possible on the water.
As avid boaters, they enjoy exploring the Chesapeake Bay and working towards its preservation and restoration.
David is the Past-President and Chairman of the Financial Planning Association of Maryland.
He is a member and past Director of the Baltimore Estate Planning Council, and has been a regular speaker at industry conferences and meetings.
In addition he has served on the Board of Directors of several regional charities and various endowment investment committees.