Henry (Hank) Berman*, AEP®, Financial Advisor

Hank Berman has been in the financial services industry since 1959. During this time, he served as a retailer for 15 years, served as a wholesaler for 18 years, and ran the Trust Department of a bank branch for several years. He holds the designation of an Accredited Estate Planner (AEP) and since joining Retirement Plan Advisors in 2004 has focused on private sector general securities estate planning.

Hank attended the University of Delaware in Newark, DE, earning his Bachelor of Science degree in Political Science. He holds FINRA Series 7, 26, 63, and 65 registrations and is licensed to offer life, health, and variable annuity insurance.

Check the background of this investment professional on FINRA’s BrokerCheck.

  • Contact Henry (Hank) Berman*, AEP®
  • 812.330.9522