We all want financial security. The challenge is that not enough people actually plan for it and financial anxiety builds. Berlin Ramos can help get you on the right path. Our staff includes Financial Planners certified by the AICPA – designated specialists in personal financial planning strategies. With our knowledge of the industry and our extensive training, we assure you the best financial advice available in the current market.

We sit down with you personally to help you determine your goals, then implement a viable strategy to help you achieve them. We’ll evaluate your current and projected income and expenses to identify present and future opportunities. We employ creative financial models tailored to your specific situation and priorities.

We help you with the following tasks so you can achieve a financially stable future:

  • Retirement planning
  • College tuition planning
  • Estate, gift, trust, and elder care planning strategies
  • Cash flow and asset portfolio analysis
  • Insurance and risk management techniques
  • Ownership succession and planning
  • Business fringe benefit planning
  • Investment analysis and consulting services

6 MarketWatch | http://www.marketwatch.com/story/the-typical-american-couple-has-only-5000-saved-for-retirement-2016-04-28

7 Investopedia | http://www.investopedia.com/articles/personal-finance/011216/average-retirement-savings-age-2016.asp

Get to know our management

Meet Alan A. Bergamini

Principal | CPA, CFP, PFS

Alan Bergamini is Director of Tax and Financial Planning Services at Berlin Ramos. Alan earned his Certified Financial Planner (CFP) designation in 1984 and has been providing financial planning and estate and trust planning services to individuals and businesses for over 20 years. He also specializes in individual and business income tax planning, having earned the Personal Financial Planning Specialist (PFS) designation from the American Institute of Certified Public Accountants.

Contact Us

Whether you have a specific need or just want to learn more about us, please feel free to drop us a line. If you have an immediate need or want to speak with us, give us a call. Or if you’re in the area, you are always welcome at the office.

11200 Rockville Pike
Suite 400
North Bethesda, MD
20852-3158

P(301) 589.9000
F(301) 589.5464

 
 

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