Berer Financial Management logo

Berer Financial Management Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Berer Financial Management operates in the financial services sector, offering services related to insurance, wealth management, estate planning, and general financial guidance. Based in Monroeville, Pennsylvania, the firm provides solutions aimed at individuals seeking asset protection, long-term planning, and governance of their financial affairs, with a registration and advisory framework involving Cambridge Investment Research entities as the broker-dealer and investment advisor, respectively. The company’s leadership includes a registered representative and investment advisor representative who coordinate securities and advisory offerings through Cambridge, while Cambridge itself is not affiliated with Berer Financial Management. The firm’s setup suggests a boutique practice focused on delivering personalized financial planning and related services to clients in its region. A recent development noted is the establishment of formal relationships with Cambridge entities to support its securities and advisory activities.

Find Berer Financial Management employees' phone numbers or email addresses

Berer Financial Management Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

South America
1

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  • Colombia
    1

Berer Financial Management's Leadership

  • Stylized image of a person
    B. P.
    President/Owner
  • Stylized image of a person
    E. T.
    Financial Consultant

Berer Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Berer Financial Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. P.
    President/Owner
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    E. T.
    Financial Consultant
    United StatesPennsylvania
    Jun 01, 2026

Frequently Asked Questions

What is Berer Financial Management known for?

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Berer Financial Management was founded in 1963 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Berer Financial Management's company overview page for more information.

What is Berer Financial Management's most common email format?

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Berer Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Berer Financial Management email formats with LeadIQ.

How many employees does Berer Financial Management have currently?

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Berer Financial Management has approximately 3 employees as of July 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Berer Financial Management's key employees and leadership?

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As of July 2026, Berer Financial Management's key employees include:

  • President/Owner: B. P.
  • Financial Consultant: E. T.

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