Stu
Berrin
RFC®
Here to act in your best interests
About me
As a financial planner for over 30 years, I’ve been helping my clients create and implement financial plans that work for their unique family situation, challenges and opportunities. I’m proud to help them discover peace of mind in knowing they can reach their goals. Outside of work, I love spending time with my wife and three kids and hitting the ski slopes.
Certifications
Registered Financial Consultant
Education
Bachelor of Science, Economics - State University of New York at Oneonta
Visit one of our Locations
New York II - Grand Central
340 Madison Avenue
22nd Floor
New York, NY 10173
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
