Robert S. Berman, CRPC®

Domicile State: MA

As a 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 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, Robert can utilize the team approach and draw upon the wealth of knowledge of his associates to create custom-designed financial strategies for his clients.

Robert holds a political science degree from the University of Massachusetts. He has 16 years of investment advisory experience and holds Series 7, 66, and insurance and security licenses.

Robert and Jen Newberg live in Newton Centre and are the proud parents of five children and six grandchildren. He enjoys golf and summers and weekends on Cape Cod.