Kelly Berenbaum (AAMS, CEPA, CFP®)
Kelly Berenbaum focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- AUM
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
NAPFA Start Date
October 04, 2021