Berkshire Money Management Welcomes Paraplanner
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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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