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Stu

Berrin

搁贵颁庐

picture of a planner

Here to act in your best interests

About me

As a financial planner for over 30 years, I鈥檝e been helping my clients create and implement financial plans that work for their unique family situation, challenges and opportunities. I鈥檓 proud to help them discover peace of mind in knowing they can reach their goals. Outside of work, I love spending time with my wife and three kids and hitting the ski slopes.

Certifications

Registered Financial Consultant

Education

Bachelor of Science, Economics - State University of New York at Oneonta

Visit one of our Locations

New York II - Grand Central

340 Madison Avenue

22nd Floor

New York, NY 10173

Working with Us

The further you go in your financial life, the more complex it becomes. That鈥檚 why you need a partner who can help you plot a course. Whether you鈥檙e accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Certain services provided on an educational and guidance basis only.

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