DALTON, Mass. — Berkshire Money Management (BMM), the financial and retirement planning firm with offices in Dalton and Great Barrington, congratulates Nate Tomkiewicz on becoming a Certified Financial Planner professional.

 

Tomkiewicz is also a licensed financial advisor and Chartered Retirement Planning Counselor SM.

 

Tomkiewicz specializes in retirement planning and maximizing employee benefits for people who have worked hard for their money and want to pass it on to children or charity. He is skilled at identifying opportunities within 401(k), 403(b), and 457 plans. With this knowledge, Tomkiewicz helps nurses, doctors, and other professionals in the Berkshires find opportunities they didn't know they had.

 

With his new CFP certification, Tomkiewicz is looks forward to tackling a broader set of challenges for his clients, including helping them reduce their tax liabilities, secure their estate for the next generation, and plan a fulfilling retirement.

 

"Nate understands that retirement readiness goes beyond making the best investments," shared BMM CEO and Chief Investment Officer Allen Harris. "Clients seek proactive advice, organization, and implementation and I am proud of Tomkiewicz for attaining this credential to help him do these things for our clients."

 

Tomkiewicz was born and raised in the Berkshires. He and his wife Liz are avid outdoorspeople who spend time snowmobiling, hiking with their dogs, fishing, and golfing. Tomkiewicz also enjoys traveling and spending quality time with friends and family.