Douglas Berkun

Financial Advisor

Douglas Berkun headshot

Douglas Berkun has been affiliated with L&M since 1981 and is a Registered Representative with Osaic Wealth, Inc.

He provides investment, retirement, and financial planning services to educators, police officers, firefighters, federal and postal employees, and municipal employees. As a result, he is extremely knowledgeable about the New York State pension system that city, county, and state employees participate in. He is also a licensed insurance agent and works with clients to find the right life insurance plan to meet their individual needs.

Education

Bachelor’s degree, Ithaca College, 1979

 

What I Like Most About My Job

I love working one-on-one with my clients to help with their financial planning needs.

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