Daniel Beckerman, CFP® is president and CEO of
Beckerman Institutional LLC. Prior to becoming CEO in
November 2006, Mr. Beckerman worked for several years at
a major brokerage firm implementing an institutional level of
services to high net worth clients.
Mr. Beckerman is a CERTIFIED FINANCIAL PLANNER™. He
earned his business degree from Adelphi University's
Honors College. He currently holds a series 7,63,65.31, life
and health insurance licenses and is a retirement planning
specialist through the American College.
After dedicating years of service to provide an institutional
level of service to the high net worth market, he decided to
pursue his dream to provide this high level of service to the
general market.
Leadership
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