Beckerman Institutional

Beckerman Institutional

Daniel Beckerman, CFP is president of Beckerman Institutional, a registered investment adviser. He previously worked for several years at a major brokerage firm offering institutional-level services to high net worth clients. Daniel is the holder of seven financial licenses and designations including Certified Financial Planner. Beckerman Institutional offers a diversified asset allocation portfolio that is designed to be a core holding for investors.

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