Louis Berlin is the author of several books and numerous articles on insurance and financial fitness, including the highly acclaimed “How to Not F$$k Up Your Financial Future, and the Rest of Your Life.” Come early to the presentation, and pick up a free copy until supplies run out.
He owns an independent life, long term care, disability, and annuity insurance agency.
His education includes a BA from Princeton University (1975), and an MBA from the University of Pennsylvania’s Wharton School of Finance (1977).
He has spent over forty years in various businesses, mostly with firms and investments he owned and operated.
Louis focuses on saving clients substantial amounts of money on new purchases of financial products, and in reducing costs on currently owned products. He does not manage other people’s money, but is really good at telling you where the holes in your current financial plans are, and how to fix them on your own.
Because most financial decisions, especially among bright, highly educated, and successful (or soon to be successful) individuals, are based partly on ignorance, partly on bad assumptions and bad advice, and partly on false self-generated internal messages that clients give themselves, he founded Synergix, a consulting firm, and uses the skills he acquired while becoming a Certified Neuro Linguistic practitioner to give business clients a better understanding on how they make poor decisions, and how to change this is part of the process so they can make intelligent long term decisions.
His ultimate goal is to make clients at all income levels, and at all stages of their career, more successful, financially and personally, by benefiting from his extensive experience, and more financially fit by building wealth, protecting assets efficiently, and providing tax-free income in retirement.
His education includes a BA (cum laude) from Princeton University (1975), and an MBA from the University of Pennsylvania’s Wharton School of Finance (1977).
His has a wife, five adult children, four children-in-law, and three point five grandchildren.