MassMutual financial professional.

Robert Berkowitzemail

Blue Ocean Wealth Solutions

2200 Northern Boulevard #200
East Hills, NY 11548

  • Professional Story

    Preparing for the 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, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

    Education

    Hofstra University, Bachelor of Business Administration

    Hobbies

    Golf
    Hockey
    Peloton

    Community Involvement

    Associate Member of the Plainview Volunteer Fire Department

  • Languages:
    • English

  • Credentials:
    • LUTCF®
    • RICP®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Risk Management Strategies
    • Financial Education

Check the background of this investment professional on FINRA's BrokerCheck

See Robert’s Licenses and Disclosures

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