Robert "Rob" Berman

Credentials:
  • CRPC®

Focus: Insurance Strategies, Investment Strategies, Estate Planning, Group Benefits, Retirement Income Planning, Business Owners, Risk Management Strategies, College Funding Strategies, Student Loan Refinancing, Retirement Strategies, Business Succession Planning, Financial Education

Languages: English

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 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 12 yrs of investment advisory experience and holds a series 7, 66, and insurance licenses.

Rob and Jen Newberg live in Newton Centre and are proud parents of five children and grandchildren. During his free time, he enjoys golf and summers and weekends on Cape Cod.

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Baystate Financial

Main Office

200 Clarendon Street 19th Floor
Boston, MA 02116-5021

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CRN202202-260301