Berkeley Meredith

Berkeley Meredith

Financial Adviser, CFP® Candidate

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

BERKELEY MEREDITH, CFP® Candidate

Financial Adviser


Berkeley joined the HFS team in 2017 and as one of the firm’s Financial Advisers, he works closely with clients in evaluating investments, creating retirement plans, reviewing portfolio designs and tax planning.

Being independent means Berkeley can seek out the best tools, resources and strategies to help his clients work towards the goals that are most important to them. By partnering with individuals and families in or nearing retirement, he can provide clients strategic plans to help build, manage and distribute their wealth. Berkeley specializes in all aspects of financial planning including:

  • Investment Management
  • Retirement Income Analysis, Evaluation, Planning and Management
  • Pension Distribution Planning
  • Portfolio Design and Management
  • Family Wealth Planning
  • Estate Planning
  • Tax Reduction Planning
  • Social Security Planning
  • Protection Planning

A 2017 graduate of Virginia Polytechnic Institute & State University (Virginia Tech) where he earned a Bachelor of Science degree in Finance, Berkeley is currently pursuing the Certified Financial Planner® Certification. He has met the educational and exam requirements of the program and is now working towards obtaining the necessary industry experience to carry the CFP® mark. Berkeley is an active member of the National Capital Financial Planning Association (NCFPA) and holds a FINRA Series 65 registration.

Originally from Southwest Virginia, Berkeley now resides in Tysons Corner, VA.