Berkeley Meredith

Berkeley Meredith

Paraplanner

Phone: (703) 669-3660
Fax: (703) 880-4905
E-mail:
 

BERKELEY MEREDITH, CFP® Candidate

Financial Adviser


Berkeley joined our staff in 2017 and currently serves in a Paraplanner role. Having graduated from Virginia Polytechnic Institute & State University (Virginia Tech) in 2017, he is currently pursuing the CFP® Certification. Along with a Bachelor of Science in Finance, Berkeley has also completed the Certified Financial Planner™ Program and passed the CFP® Exam. He is currently working towards obtaining the necessary experience to carry the CFP® Mark.

Berkeley works closely with the firm's financial advisers in building strategic financial plans that will help clients achieve their goals. He assists in all steps of the financial planning process and specializes in the key aspects of financial planning including: Investment Management, Retirement Planning, Insurance, Estate Planning, and Tax Reduction Planning.

Originally from Southwest Virginia, Berkeley now resides in Tyson's Corner, VA.