BMM Employee Receives Retirement Income Certified Professional Designation

04:29PM / Wednesday, December 15, 2021Print Story | Email Story

DALTON, Mass. — Berkshire Money Management's (BMM) team member, Jared Reinstein, has recently earned his Retirement Income Certified Professional (RICP) designation from the American College of Financial Services.

Reinstein is a Certified Financial Planner and a fiduciary at BMM, and a graduate of SUNY Plattsburgh.

"The financial industry recognizes the Certified Financial Planner™ designation as the highest level of training," said BMM founder and CEO, Allen Harris. "There are only about a dozen CFPs in the county, and Berkshire Money Management has not one, not two, but three. Including Reinstein. Reinstein could have relied on his existing skills and the support of his colleagues. Instead, he embraced the continuing education culture of BMM and added to his 14 years of experience with even more training."

The RICP program empowers financial professionals with the knowledge they need in today's fast-growing retirement planning market. The program is tailored for financial professionals seeking to specialize in the retirement income planning field through an online format. Reinstein had to take three rigorous courses with different specialized topics related to retirement income strategies and ethics and pass three exams to receive the special designation. Additionally, participation in the annual Professional Recertification Program (PRP) is required to maintain the designation.

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Berkshire Money Management Welcomes Paraplanner

03:58PM / Thursday, November 12, 2026

DALTON, Mass. — Berkshire Money Management (BMM) announced that Joseph Serrano has joined the firm as a Paraplanner, supporting the advisory team in developing comprehensive financial plans that help clients prepare for retirement.

Serrano earned his bachelor's degree in accounting from Massachusetts College of Liberal Arts (MCLA) in 2022 before completing his Master of Business Administration (MBA) in May 2025. His educational background in accounting and finance provides a strong foundation for helping advisors deliver thoughtful, personalized planning strategies.

Serrano first connected with Berkshire Money Management after meeting Founder and CEO Allen Harris through LinkedIn. What began as a professional connection soon became an opportunity to join the team.

"Joe brings a strong analytical background, a genuine curiosity, and a desire to keep learning," said Allen Harris, Founder and CEO of Berkshire Money Management. "His commitment to professional growth and helping others makes him an excellent addition to our planning team."

At BMM, Serrano works closely with advisors to prepare financial plans and support clients as they navigate important retirement decisions. He is also committed to continuing his professional education by pursuing additional industry designations that will further enhance the service he provides to clients.

Outside the office, Serrano enjoys spending time with his parents and his close-knit group of friends. He can often be found on the golf course, at the bowling alley, following Formula 1 racing, or cheering on his favorite soccer clubs.

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