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Chuck Berman Email & Phone Number

Registered Representative at WestPac Wealth Partners, LLC. at WestPac Wealth Partners - Wealth Strategy Partners

Location: San Diego, California, United States 3 work roles 1 school

2 work emails found @thewp2.com LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

WestPac Wealth Partners - Wealth Strategy Partners

Role

Registered Representative at WestPac Wealth Partners, LLC.

Location

San Diego, California, United States

Company size

246 employees

Who is Chuck Berman? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Chuck Berman is listed as Registered Representative at WestPac Wealth Partners, LLC. at WestPac Wealth Partners - Wealth Strategy Partners, a with 246 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at thewp2.com and a matched LinkedIn profile for Chuck Berman.

Chuck Berman previously worked as Registered Representative at Westpac Wealth Partners - Wealth Strategy Partners and Financial Services Professional, Agent at New York Life Insurance Company. Chuck Berman studied at Alfred University.

Company email context

Email format at WestPac Wealth Partners - Wealth Strategy Partners

This section adds company-level context without repeating Chuck Berman's masked contact details.

cberman@thewp2.com

82% confidence

AeroLeads found 2 current-domain work email signals for Chuck Berman. Compare company email patterns before reaching out.

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Profile bio

About Chuck Berman

I provide financial strategies that challenge traditional thinking through an uncommon approach toward the goal of achieving Financial Confidence.My focus is on the Controllable Rate of Savings, not the Uncontrollable Rate of Return.My Process is focused on Income Under Management, not Assets Under Management./COMPLIANCE:2024-80/

Listed skills include Contract Negotiation, Strategic Planning, Finance, Project Management, and 37 others.

Current workplace

Chuck Berman's current company

Company context helps verify the profile and gives searchers a useful next step.

Westpac Wealth Partners - Wealth Strategy Partners

Registered Representative at WestPac Wealth Partners, LLC.

la jolla, california, united states

Website

thewp2.com

Employees

246

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Company profile

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3 roles

Chuck Berman work experience

A career timeline built from the work history available for this profile.

Registered Representative

Current

Westpac Wealth Partners - Wealth Strategy Partners

Irvine, Ca 92614

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products offered through PAS, member FINRA, SIPC. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS. | CA License Number: 0I00924.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to… Show more Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products offered through PAS, member FINRA, SIPC. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS. | CA License Number: 0I00924.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. Show less

Apr 2014 - Present

Financial Services Professional, Agent

New York Life Insurance Company

777 Westchester Avenue, White Plains, Ny 10604

Apr 2012 - Apr 2014

Principal

Project Logistics Llc

Project Management

Apr 2011 - Jun 2012

Team & coworkers

Colleagues at WestPac Wealth Partners - Wealth Strategy Partners

Other employees you can reach at thewp2.com. View company contacts for 246 employees →

BJ

B. Jackson Sowell Colleague at Westpac Wealth Partners - Wealth Strategy PartnersLos Angeles Metropolitan Area, United States View → SR

Simon Rogers Colleague at Westpac Wealth Partners - Wealth Strategy PartnersGreater Perth Area, Australia View → NA

Norman Aquino Colleague at Westpac Wealth Partners - Wealth Strategy PartnersHonolulu, Hawaii, United States View → SA

Sarah Apple Colleague at Westpac Wealth Partners - Wealth Strategy PartnersMemphis, Tennessee, United States View → JM

Joseph Miller Colleague at Westpac Wealth Partners - Wealth Strategy PartnersLas Vegas Metropolitan Area, United States View → DR

Danny Recht Colleague at Westpac Wealth Partners - Wealth Strategy PartnersSan Diego, California, United States View → AS

Anthony Surataruna Colleague at Westpac Wealth Partners - Wealth Strategy PartnersPhoenix, Arizona, United States View → JC

Jacob Campbell, Cfp®, Clu® Colleague at Westpac Wealth Partners - Wealth Strategy PartnersSan Diego County, California, United States View → NC

Nigel Carter Colleague at Westpac Wealth Partners - Wealth Strategy PartnersOrange County, California, United States View → JK

Jeremy Kientz Colleague at Westpac Wealth Partners - Wealth Strategy PartnersMissoula, Montana, United States View →

1 education record

Chuck Berman education

Alfred University

FAQ

Frequently asked questions about Chuck Berman

Quick answers generated from the profile data available on this page.

What company does Chuck Berman work for?

Chuck Berman works for WestPac Wealth Partners - Wealth Strategy Partners.

What is Chuck Berman's role at WestPac Wealth Partners - Wealth Strategy Partners?

Chuck Berman is listed as Registered Representative at WestPac Wealth Partners, LLC. at WestPac Wealth Partners - Wealth Strategy Partners.

What is Chuck Berman's email address?

AeroLeads has found 2 work email signals at @thewp2.com for Chuck Berman at WestPac Wealth Partners - Wealth Strategy Partners.

Where is Chuck Berman based?

Chuck Berman is based in San Diego, California, United States while working with WestPac Wealth Partners - Wealth Strategy Partners.

What companies has Chuck Berman worked for?

Chuck Berman has worked for Westpac Wealth Partners - Wealth Strategy Partners, New York Life Insurance Company, and Project Logistics Llc.

Who are Chuck Berman's colleagues at WestPac Wealth Partners - Wealth Strategy Partners?

Chuck Berman's colleagues at WestPac Wealth Partners - Wealth Strategy Partners include B. Jackson Sowell, Simon Rogers, Norman Aquino, Sarah Apple, and Joseph Miller.

How can I contact Chuck Berman?

You can use AeroLeads to view verified contact signals for Chuck Berman at WestPac Wealth Partners - Wealth Strategy Partners, including work email, phone, and LinkedIn data when available.

What schools did Chuck Berman attend?

Chuck Berman studied at Alfred University.

What skills is Chuck Berman known for?

Chuck Berman is listed with skills including Contract Negotiation, Strategic Planning, Finance, Project Management, Leadership, Budgets, New Business Development, and Entrepreneurship.

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