Focus: Insurance Strategies, Investment Strategies
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Andy Berleth received his B.B.A. in Accounting and Economics from Hofstra University in Uniondale, NY. His goal is to help his clients to create a financial strategy with their unique goals and objectives in mind, while providing top notch service. Andy has accomplished many different things in his 20 years of experience in the Life, Health, Disability Income, Long Term Care Insurance Industry including an emphasis on Group Employee Benefits and Retirement Plans. Andy has also been recognized in the National Leaders Club in 1997, 1998, 1999. In 2001 Andy passed the certification test to become a Chartered Life Underwriter. In 2002 and 2003 Andy was also a member of the Chartered Member BenefitMall and the Elite Producer Circle. Andy is also part of the Referral Pros group that meets every week to get their own word out about their business. Andy likes to spend his free time with his wife Louise and two sons and his favorite companions his two black labradors. He also is avidly involved in the youth programs at his church.
Check the background of this investment professional on FINRA’s BrokerCheck
3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541