Berdan Benefits
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
16776 Bernardo Center Dr Ste 203, San Di...Phone Number
(858) 485-0088Website
www.berdanbenefits.comRevenue
<$5 MillionIndustry
About Berdan Benefits
Berdan Benefits is a financial services company based in San Diego, California, offering a range of services including financial planning, retirement planning, insurance planning, and long-term care solutions. Established in 1985, the company aims to assist clients in achieving their financial goals while providing guidance on protecting their business, family, and finances. Their clientele includes individuals and business owners seeking to maximize their financial wealth and minimize risks. Berdan Benefits prides itself on building long-term relationships with clients, who often return for ongoing support and refer others to the firm.Explore more
Berdan Benefits Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2017
JB
Joni BeachlyPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
<$5M
1-10
Private
-
-
LJ
Lawrence JacobsAdvisory Financial Securities Registered Representative (Lincoln) & Representative
Berdan Benefits Tech Stack
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Berdan Benefits is a financial services company based in San Diego, California, offering a range of services including financial planning, retirement planning, insurance planning, and long-term care solutions. Established in 1985, the company aims to assist clients in achieving their financial goals while providing guidance on protecting their busi... Read More
