Tel: (973) 401-1000
Fax: (973) 490-6412
E-mail: [email protected]
Providing individualized advice that aims to help clients identify their goals and accomplish their dreams
Ira Berkowitz joined Private Advisor Group in January 2003, bringing with him a somewhat nontraditional background as a financial consultant. After a successful 27-year career within a division of a Fortune 500 company, Ira decided to utilize his many years of experience as an individual investor to help others. He began his career transition by joining Morgan Stanley as a financial advisor in 1999. After ranking at the top of his training class for over three years, Ira brought his talents to Private Advisor Group.
Ira’s varied client base ranges from young individuals and families who are just getting started to executives and business owners nearing or in retirement. Ira specializes in education planning, advising parents and grandparents on preparing for college expenditures in a climate where education costs continue to climb. He also focuses on individual municipal and corporate bonds, equities and exchange-traded funds, and mutual funds, recommending independent money managers as appropriate.
Ira earned a BS in finance from Indiana University. As a General Securities Registered Representative, he holds the Series 7, Series 31 and Series 66 FINRA registrations held through LPL Financial. He is also licensed to sell and advise clients on life, health and long-term care insurance.
Ira resides in Livingston, New Jersey. He and his wife have successfully negotiated the education hurdle for themselves and their two children, with their family having earned a total of eight degrees and expecting a ninth degree in medicine in the spring of 2014. A good education is the most important thing a parent can give a child, and Ira believes this can be accomplished multigenerationally with very early planning and continued focus throughout the years. In addition to their educational achievements, Ira and his family are all trying to learn how to play golf—with varying degrees of success—as well as practicing Yoga to maintain a healthy life balance.