Beryl E. Sorscher, CFP, CRPS
Senior Financial Advisor
Senior PIM Portfolio Manager
For over 25 years, through vastly different market conditions and cycles, I have counseled my clients and endeavored to grow their assets. For almost 20 of those years, I have held the prestigious CERTIFIED FINANCIAL PLANNER™ professional designation.
My investment philosophy sets out to achieve returns conveniently and prudently using a conservative, well defined and disciplined methodology. My advice is personalized to each individual, and I create custom portfolios that reflect each of his or hers needs and comfort level. Whether the client is focused on building their wealth, transitioning to retirement or receiving monthly income, I strive to help them in the same convenient and responsible manner.
I make every effort to be personally available to clarify, demystify and explain the complexities of the financial world, offer meaningful advice, and to be sure we are consistently on the right track together.
• 1995 - 2000 : Prudential Securities
• 2000 - 2009 : PaineWebber/UBS
• 2009 - Present : Wells Fargo Advisors
My Education & Credentials
• Masters of Science- Johns Hopkins University
• College for Financial Planning
• Senior PIM Portfolio Manager
My Areas of Focus
• Advisory Services
• Business Services
• Estate Planning Strategies
• IRAs & IRA Strategies
• Retirement Planning