Get to know Rich Berkley

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. Through 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.”

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.  

Rich resides in Minneapolis. His hobbies and interests include coaching basketball, martial arts and mentoring.  

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