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Steven M. Berkson, CFP®

Berkson Asset Management, Inc.

5550 Topanga Canyon Blvd
No 350
Woodland Hills, CA 91367-6478
Phone: (818) 449-3122
Fax: (818) 713-8061

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Corporate Finance
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Retirement
  • Life Planning
  • Startup
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.