Berkeley Meredith

Berkeley Meredith

Financial Advisor, CFP®

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

BERKELEY MEREDITH, CFP®

Financial Advisor


Berkeley is a Certified Financial Planner (CFP®) at Hughes Financial Services, LLC, an independent Registered Investment Advisory Firm, located in Northern Virginia. Berkeley joined Hughes Financial in August 2017 and works closely with clients providing them with objective comprehensive financial planning. Being independent means he is able to seek out the best tools, resources and strategies to help his clients work towards the goals that are most important to them. 

Berkeley specializes in all areas of financial planning including:

  • Investment Management
  • Retirement Income Analysis, Evaluation, Planning & Management
  • Portfolio Design and Management
  • Family Wealth Planning
  • Estate Planning
  • Tax Reduction Planning
  • Social Security Analysis
  • Insurance

Berkeley graduated from Virginia Polytechnic Institute & State University (Blacksburg, VA) with a Bachelor of Science in Finance, while also completing the Certified Financial Planner Program’s necessary coursework during his time as an undergraduate.He is an active member of the National Capital Financial Planning Association (NCFPA) and holds a FINRA Series 65 registration.

Originally from Radford, Virginia, Berkeley now resides in Tyson’s Corner.