
License Verified:
License: 0547771
California Department of Insurance
Alan Berman, CFP
Business Description
Alan Berman, CFP, is a financial planner who owns the independent insurance agency Alan Berman Insurance & Financial Services that serves clients in Santa Rosa. His agency has been offering individual and group health insurance plans for individuals and businesses in Sonoma County since 1978. The agency also provides other services, such as tax planning, investment management, and estate protection. Alan offers securities and advisory services through the investment advisory firm LPL Financial, which is a member of FINRA/SIPC.
License Verified:
License: 0547771
California Department of Insurance