Steven Berman

Pepper Pike, OH

Verified Identity

Financial Advisor at

Wells Fargo Advisors Financial Network, LLC

Years of Experience

28 years

Number of Clients

275

Average Client Size

$1,000,000

Member Since

2024

Allow Me to Introduce Myself

As a CERTIFIED FINANCIAL PLANNER® 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 man...

One thing I want my clients to know about me is...

We have the knowledge, training, and resources to help our clients succeed financially

Clientele

High Net Worth Individuals

Services Provided

Retirement Planning

Investment Management

Specialties and Expertise

Retirement Income

Portfolio Construction

Tax Minimization Inv...

Pricing Models

Fees Information

Education

The Ohio State University

BSBA

Obtained in 1989

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Member FINRA/SIPC.

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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