Berkshire Money Management Adviser Becomes Chartered Retirement Planning Counselor

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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.

 

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Berkshire Community College Pinning Ceremony

By Sabrina DammsiBerkshires Staff

Class President Sarah Dellaghelfa addresses her classmates at Thursday's graduation. See more photos here. 
PITTSFIELD, Mass. — Berkshire Community College on Thursday graduated a dozen future nurses in a pinning ceremony held in the college's Connector space.
 
Dean of Nursing Lori Moon commended the graduates of the 10-month course for entering the health-care industry especially after the pandemic and a national nursing shortage. She left them with some final advice -- to remember why they started this journey, to continue to ask questions and to have empathy. 
 
"I hope you guys will enter your new role with fresh energy and positivity. I hope that your attitude will be one that comforts patients and assures them that they will be taken care of," Moon. 
 
"It's a privilege to care for the people in our community. And I hope you all feel that way."
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