Chris Berkel has been in the financial industry for over 20 years. He specializes in a variety of Financial Planning, Retirement Planning, and Portfolio Management topics, and is proud to be featured in Forbes, U.S. News & World Report, WTOP News, Yahoo News, and msn Money. This industry was appealing to him due to his desire to help others and create a positive experience that leaves a lasting impression. He sees money as a tool that can be used to gain access to whatever is most important to each individual client. Over the years, he has developed a clear understanding of the importance of truly listening to what the client wants and utilizing that clear picture of the client’s needs to align what they have with what is most important to them.
Many individuals may want to retire early so they can pursue another career, business or fulfill a lifelong dream.1 March 2021