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Bertrand ThomasRetirement Education CounselorServing Manhattan, Brooklyn, and Staten Island
There are several “buckets” we must fill throughout our lifetime, saving and investing for retirement is one. The key to success is creating a formula to simultaneously fill each “bucket”.
Bertrand brings over 20 years of Financial Services experience with an in depth knowledge of various Employer Sponsored Retirement Plans. Bertrand holds the FINRA Series 7 Securities Registration License, Series 63 State Securities License, Series 65 License and New York State Life and Health Insurance Licenses. In addition, he holds a Chartered Retirement Planning Counselor, (CRPC) designation from the College for Financial Planning.
Bertrand earned his BBA in Finance from Bernard M. Baruch (CUNY).