Patrick Berry - President RPC
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As President of CONCERT Retirement Plan Consulting, Patrick Berry provides quality, full-service consulting to employers on qualified and non-qualified retirement benefit programs. A few common practice areas include: implementing business processes to support fiduciary obligations, designing plans to meet business goals, performing investment due diligence, educating employees, and drafting and investment policy statements. Patrick began his financial services career with Merrill Lynch in 1998 and joined Smith Barney in 2001 before establishing CONCERT Retirement Plan Consulting in 2009. He graduated with a BS in Business Administration with Distinction in Finance from San Diego State University and is a Certified Financial Planner. Prior to becoming a financial advisor, Patrick served with US Navy SEAL Teams where he still serves in the Reserves.
12250 El Camino Real - Suite 160 - San Diego, CA 92130 |
