BACKGROUND:
Rich has over 2 years of experience in the insurance and financial services industry. He collaborates with clients in long term planning to help them work towards achieving their goals. Rich gives clients confidence by making customized strategies that fit right with their lifestyle. He is passionate about educating his community in financial literacy to educate the next generation. Th
rough listening and understanding each individual and family’s unique needs, Rich prides himself in planning to ensure his clients have a great plan and find the products that fit their needs. Rich states that his core values are “honesty, collaboration, and community engagement.”
EDUCATION & CREDENTIALS:
Rich has his FINRA Series 7 & 66 securities registrations as well as his Life Insurance, Accident, Health, & Variable Annuity Licenses. Rich is a member of the University of Minnesota Rotary, Minneapolis Chamber of Commerce, Twin City professionals of color and Lighthouse non-profit board member. His hobbies and interests include coaching basketball, martial arts and mentoring. Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Rich Berkley, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.
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