Berkshire Money Management Adviser Becomes Chartered Retirement Planning Counselor

DALTON, Mass. — Berkshire Money Management's youngest teammate has recently become a Chartered Retirement Planning Counselor.

Nate Tomkiewicz, 22, who began as a BMM intern three years ago, has recently completed a rigorous course program through the College for Financial Planning, which gives him specialized skills to guide retirees through their retirement by identifying the potential roadblocks — passing assets to heirs, navigating the complex world of healthcare, Social Security —  that they may encounter.

Tomkiewicz also be able to help retirees take advantage of opportunities as they move into the next — and arguably the most important — phase of their lives.

"Nate's continuing education and emphasis on client-centered problem solving is a shining example of our business model," BMM founder and CEO Allen Harris said. "Gone are the days when clients work with us just for good service and investment performance. These are minimum standards nowadays."
 
In order to receive the CRPC designation, Tomkiewicz completed 40-plus hours of rigorous coursework that concluded with a qualifying exam. In addition to his work with the College for Financial Planning, he recently received (in December), through an accelerated degree program, his bachelor of science in business from the Massachusetts College of Liberal Arts and became a fulltime financial adviser at Berkshire Money Management.

Pittsfield ZBA Member Recognized for 40 Years of Service

By Brittany PolitoiBerkshires Staff
12:23PM / Thursday, April 25, 2024

Albert Ingegni III tells the council about how his father-in-law, former Mayor Remo Del Gallo who died at age 94 in 2020, enjoyed his many years serving the city and told Ingegni to do the same. 

PITTSFIELD, Mass. — It's not every day that a citizen is recognized for decades of service to a local board — except for Tuesday.

Albert Ingegni III was applauded for four decades of service on the Zoning Board of Appeals during City Council. Mayor Peter Marchetti presented him with a certificate of thanks for his commitment to the community.

"It's not every day that you get to stand before the City Council in honor of a Pittsfield citizen who has dedicated 40 years of his life serving on a board or commission," he said.

"As we say that, I know that there are many people that want to serve on boards and commissions and this office will take any resume that there is and evaluate each person but tonight, we're here to honor Albert Ingegni."

The honoree is currently chair of the ZBA, which handles applicants who are appealing a decision or asking for a variance.

Ingegni said he was thinking on the ride over about his late father-in-law, former Mayor Remo Del Gallo, who told him to "enjoy every moment of it because it goes really quickly."

"He was right," he said. "Thank you all."

The council accepted $18,000 from the state Department of Conservation and Recreation and a  $310,060 from the U.S. Department of Transportation's Safe Streets and Roads for All program.