Robert S. Berman

Robert S. Berman

Financial Advisor

Domicile State: MA

As an Financial Advisor, Robert’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is highly trained and licensed to provide financial solutions to his clients and prospects.  His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the  various stages of their financial lives. At Baystate Financial, Rob is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients. 

Rob holds a political science degree from the University of Massachusetts.  He has 7 yrs of investment advisory experience and holds a series 7, 66 and insurance licenses.

Rob and Jen Newberg live in Newton Centre with their five children. During his free time, he enjoys golf and summers and weekends on Cape Cod.

 

Phone 617-585-4553
Fax 855-284-0807
Mobile Phone 617-429-1888