Barry Rabinowitz serves as the Principal Consultant at BER FINANCIAL GROUP LLC, where he leverages over 25 years of extensive experience in financial planning, tax strategy, and investment management tailored specifically for high net worth individuals. At BER FINANCIAL GROUP, a distinguished "fee-only" financial planning...
Barry Rabinowitz serves as the Principal Consultant at BER FINANCIAL GROUP LLC, where he leverages over 25 years of extensive experience in financial planning, tax strategy, and investment management tailored specifically for high net worth individuals. At BER FINANCIAL GROUP, a distinguished "fee-only" financial planning firm, Barry emphasizes a fiduciary approach that prioritizes client interests without the conflicts of interest associated with commission-based sales. His expertise lies in crafting personalized financial strategies that address the unique needs of retirees and those approaching retirement, ensuring they achieve their long-term financial goals.
Barry's commitment to excellence is reflected in his recent acceptance as a member of the prestigious Advisor Council, where he collaborates with other industry leaders to enhance best practices in wealth management. His deep understanding of portfolio management, alternative investments, and investment strategies enables him to guide clients through the complexities of financial markets, particularly in navigating the nuances of ETFs and long-term care insurance.
As a widely cited expert in the media and a published author, Barry has established himself as a thought leader in the financial services industry. His insights have been sought after at numerous investment forums, including his recent engagement as a featured speaker at a Practitioner Conference, where he shared his knowledge on innovative financial planning techniques. Through his work at BER FINANCIAL GROUP, Barry continues to empower clients with the financial acumen necessary to secure their financial futures, making him a trusted partner in their wealth management journey.