Berkshire Money Management Adviser Becomes Chartered Retirement Planning Counselor

Print Story | Email Story

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.

 

0 Comments
iBerkshires.com welcomes critical, respectful dialogue; please keep comments focused on the issues and not on personalities. Profanity, obscenity, racist language and harassment are not allowed. iBerkshires reserves the right to ban commenters or remove commenting on any article at any time. Concerns may be sent to info@iberkshires.com.

Pittsfield ZBA Approves Bloom Brothers Parking Amendment

By Brittany PolitoiBerkshires Staff

PITTSFIELD, Mass. — A relatively new cannabis dispensary's success is leaving it short-handed for parking.

On Wednesday, the Zoning Board of Appeals approved a special amendment to Bloom Brother's site plan to allow the use of additional on-site parking.

"We want to do everything we can to succeed," owner Nathan Girard said. "I've always said since day one that I want to be at or above compliance in every factor of the fashion of anything we do and this parking is nothing against that."

The dispensary located at the corner of Merrill Road and Larch Street was permitted to add three additional parallel parking spaces for employees and five compact car spaces.

In September, the Community Development Board reviewed an amendment application by Bloom Brothers with the primary concern being public safety related to a head-in parking space directly fronting Larch Street.

View Full Story

More Pittsfield Stories