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This profile was last updated on 10/20/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David L. Berman

Wrong David L. Berman?

Principal

Phone: (410) ***-****  HQ Phone
Email: d***@***.com
Berman McAleer Inc
9690 Deereco Road Suite 350
Timonium, Maryland 21093
United States

Company Description: The professionals of Berman McAleer, Inc. provide financial advice dedicated to total wealth management. Areas of specialty include investment management*, estate...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Behavioral Psychology , Finance and Economics
    Duke University
  • Bachelor of Science degree
    Duke University
59 Total References
Web References
Berman McAleer
www.bermanfinancial.com, 8 May 2003 [cached]
David BermanBerman McAleer
...
David L. Berman, CFP, CLU is President of Berman Financial Group, LLC.He established his financial planning practice in Baltimore in 1988, specializing in investment, retirement, insurance and estate planning for professionals, executives and the owners of closely held businesses.Prior to founding Berman Financial Group in 1999, he was a member of First Financial Group in Towson, MD.His clients benefit from a combination of his technical expertise, uncompromising client service, and ability to effectively communicate complex financial concepts and motivate progress.
Berman Financial Group was named one of the top 150 wealth management firms in the country by Bloomberg Wealth Manager magazine in 2001, one of only seven Maryland-based firms to be so honored.David has also been recognized in Who`s Who in America and Who`s Who in Business and Finance.He currently oversees approximately $105 million for about 240 clients.
Mr. Berman holds a Bachelor of Science degree from Duke University, where he studied Behavioral Psychology, Finance and Economics.He earned his Certified Financial Planner (CFP) designation in 1993, and was admitted to the Registry of Certified Financial Planners in 1994.He is also both a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC.)
Mr. Berman is the current President of the Financial Planning Association of Maryland, having served on the association`s Board of Directors for the past seven years.He is also currently serving a 2-year term on the Baltimore Estate Planning Council`s Board of Directors.He is a regular speaker at industry conferences, and teaches continuing education credits in both the insurance and financial planning industries.He also serves on the Associated Jewish Community Federation of Baltimore`s First Investment Committee, responsible for overseeing the charity`s endowment fund.
He is regularly quoted or featured in both the local and national media, including recent stories in U.S. News & World Report, Bloomberg Magazine, CNN, CNN Money, Investment News, The Chicago Tribune, The Journal of Financial Planning, The Baltimore Sun, and The Baltimore Business Journal.
Contact David L. Berman
David Berman, Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667.Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor.Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.PAS is an indirect, wholly owned subsidiary of Guardian.Berman Finacial Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member NASD, SIPC.
David is licensed to sell insurance in: DC, DE, FL, GA, IL, MA, MD, NJ, NY, PA, TN, VA, WA.
Associates : Berman McAleer, Inc.
www.bmcplanning.com, 8 Mar 2013 [cached]
David Berman, CFP®, CLU
Formula Ford 1600 Race Series
www.formulaford1600.com, 6 Feb 2002 [cached]
We are very pleased to be back at the Air Canada Grand Prix,î said David Berman, President of BMG, the series organizer. ìCanadian teams and drivers have much to be thankful for.
David Berman, CFP®, CLU : Berman McAleer, Inc.
www.bmcplanning.com, 4 Aug 2012 [cached]
David Berman, CFP®, CLU
...
David Berman, CFP®, CLU
Principal
Phone:410-560-9960 Fax:410-560-7992 E-mail:dberman@BMCplanning.com
David holds a B.S. degree from Duke University. He earned his Certified Financial Planner™ (CFP®) designation in 1993 and was admitted to the Registry of Certified Financial Planners in 1994. He also holds both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He 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.
David 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 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.
David's pride and joy are his twin children, Chase and Ashley. He and his wife Andy recently moved from downtown Baltimore back to Greenspring Valley, but still plan to spend as much of their family time as possible on the water.
Berman McAleer, Inc. | Our Team
bmcplanning.com, 22 April 2014 [cached]
David Berman, CFP®, CLU Principal
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