Rich Berkley, Financial Professional

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United States
Minnetonka, MN
Rich Berkley, Financial Professional

I want to help people become financially confident and able to pass down generational wealth. INTERESTS:
Rich resides in Minneapolis.

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.
©2022 Principal Financial Services, Inc. Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.

03/24/2026

Trautmann Martin Law, PLLC
I was honored to speak with the attorneys at Trautmann Law about retirement planning. I truly appreciate Simon and his firm because their mission is to serve the community while ensuring their lawyers have real work life balance.

10/08/2025

I’ve had the incredible opportunity to teach a financial literacy class with IFRI-TRYV, a nonprofit dedicated to empowering communities through education and resources. It’s been an honor to partner with their Business Clinic program to share insights with local business owners and help them better understand financial fundamentals, make smarter money decisions, and build stronger, more sustainable businesses.

08/18/2025

I had an incredible time this morning at The Better Black Business Project
This is such an impactful community, and big thanks to LeBrent Speed for the amazing work he’s doing to bring business owners together. If you’re looking to connect, collaborate, and grow your network, I highly recommend checking it out.
Have you been to a B3 meeting? What was your experience like?

08/11/2025

I had the privilege of teaching a financial literacy course for a remarkable cohort of Black college seniors through the Minnesota Private College Fund. It’s always inspiring to see young leaders preparing not just for their first jobs, but for long-term success and impact. I’m grateful to play a small role in their journey and can’t wait to see all they accomplish!

08/05/2025

Just finished up the AAU season and man, what a ride.

From long weekends in gyms to late-night practices and everything in between, this group showed up and grew a ton. Coaching these guys is always a highlight of my year.

It also reminds me a lot of what I do as a financial advisor. It's all about consistency, learning from mistakes, adjusting the game plan, and staying focused on the bigger picture. Different setting, same mindset.

Proud of the progress, grateful for the memories, and already looking forward to next season.

05/23/2025

We just wrapped up our 3rd annual drive for My Very Own Bed, an awesome nonprofit that gives brand-new beds, books, and stuff animals to kids who don’t have them.

This year, we handed over a $1,500 check to help make bedtime a little sweeter for more families in our community. Shoutout to our team for always showing up to support this amazing cause!

Big love to My Very Own Bed for doing such important work. Here’s to many more years of giving back—one bed at a time! 🛏️💙

My Very Own Bed
Principal Financial Network of Minnesota

01/07/2025

So excited to serve on the board for an organization giving back to my home country of Liberia! 🇱🇷

Welcome to our 2025 Board Leadership! Adam Pederson remains our board chair, and Paul Ostrow continues as treasurer. Eurel Nwachi steps in as board secretary and Rich Berkley takes on the role of fundraising chair. We also appreciate returning members Philip Kaleewoun and Nathaniel Browne. Learn more about our board on the Our Team page (https://www.unitingdistantstars.com/team).

04/01/2024

Love this group!

09/12/2023

I am excited to announce that I have been nominated for an award at the 4th annual Black Business Ball! Thank you to all of my supporters and clients, my success wouldn't be possible without you. I am honored to be recognized alongside such talented black entrepreneurs and I can't wait to celebrate with them at this event.

07/10/2023

Grateful for my amazing clients! 🎉

I'm incredibly honored to be recognized in the Century Club. This achievement wouldn't have been possible without the trust and support of my exceptional clients. Thank you for allowing me to be part of your financial journey!

If you're seeking expert guidance and personalized financial solutions, I invite you to reach out. Let's work together to achieve your financial goals!

05/01/2023

You’ve invested a lot in your business. That’s why protecting it is so important.

04/17/2023

I am thrilled and honored to announce that I have been recognized with an award for a strong first quarter! This achievement would not have been possible without the trust and support of my amazing clients. I am truly grateful for the opportunity to work with each and every one of you to help achieve your financial goals. Thank you for your trust and confidence in me. Let's continue to work together towards financial success! "

Address

11100 Wayzata Boulevard Ste 405
Minnetonka, MN
55305

Website

http://Principal.com/minnesota, http://Principal.com/

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