Michael Berk,
CPA, CLU, ChFC, CLTC
Investment Advisor Representative
Michael D. Berk, CPA, CLU, ChFC, CLTC is a Registered Representative and Investment Advisor Representative of Osaic Wealth Inc. Michael received his Certificate in International Business at the University of Copenhagen in 1984 and his Bachelor of Science degree in Business Economics from SUNY in 1986. From 1986-1988 he earned his CPA while working for the tax department of a New York City CPA firm.
In May of 1989 he joined John Hancock Financial Network, which is currently known as Lighthouse Financial Network, LLC. During his career he has earned the additional designations of CLU, ChFC, and CLTC.
His practice focuses on wealth accumulation strategies during his clients’ working years and distribution strategies during their retirement. These strategies are unique to his clients’ risk tolerance, income tax profile and their overall financial goals and objectives. Insurance counseling with a major emphasis on Long- Term Care Insurance Planning is an integral component of his practice.
In the past Michael has raised money with Team-in-Training for the Leukemia Lymphoma Society and has volunteered his time coaching the Half Hollow Hills Little League. Michael founded the Surprise Lake Camp Swim- a- Thon which he is an annual participant. This annual event raises money for underprivileged children and teenagers to experience the joy of nature along with the growth and development that is inherent in a sleep - a - way camp experience.
Michael resides in Long Beach, Long Island with his wife, Geanine.
575 Broadhollow Road, Melville, NY 11757