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Steven Berman | Financial Advisor

Profile img for Steven Berman, financial advisor at Wells Fargo Advisors Financial Network, LLC
Pepper Pike, OH
Steven Berman
Financial Advisor
Financial Advisor at
Wells Fargo Advisors Financial Network, LLC

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
As a CERTIFIED FINANCIAL PLANNERĀ® professional I work together with our clients to help them achieve their financial goals. I take pride in my high level of professionalism and our standard of ethics. At no time do I forget whose money and whose future is in our hands. My 'holistic' approach to managing investments is meant to include the additional professionals whom our clients already work with, such as accountant, attorney, and insurance agent to ensure we build a coordinated plan for our clients. With this comprehensive approach we seek to provide an objective, independent overview for each client, and provide advice that will strengthen, help preserve and enhance the client's overall financial standing. Today's market is increasingly volatile and highly reactive to economic and geopolitical news. I believe staying apprised of these market moves and how they might affect your portfolio is paramount to your investing success. Please visit our website to learn about our practices and watch our informational videos. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC(WFAFN), Member SIPC. Any other referenced entity is separate from WFAFN
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Specialties and Expertise

3
Retirement Income
Portfolio Construction
Tax Minimization Investment Strategies

Clientele

1
High Net Worth Individuals

Education

1
The Ohio State UniversityBSBAYear Obtained: 1989
Quick Facts About Steven
Years of Experience:28 yearsMember since:2024Average Account Size:$1,000,000Number of clients:275

Services Provided

How I help my clients

Retirement Planning

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Investment Management

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Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
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Pepper Pike, OH
Steven Berman
Financial Advisor
Financial Advisor at
Wells Fargo Advisors Financial Network, LLC
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Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Member FINRA/SIPC.
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile last updated: 01-09-2025