J. Patrick Berry, Cfp, Qpfc, Qka Email & Phone Number

San Diego, Ca

Concert Retirement Plan Consulting is an independent financial consulting firm performing financial planning and wealth management for individual clients as well as performing third-party administration services to corporate 401(k)/profit sharing (PS) plans. Key achievements: ✔ During the 2008 financial crisis, navigated clients through the recession while recalled to active duty and during two combat zone deployments. Sustained 96% client retention.✔ Managed retirement plan operations on behalf of Financial Advisors of America (FAA), a boutique broker dealer firm with 110 brokers and 75 retirement plans. Rendered compliance infrastructure of fiduciary advisory contracts, annual fee reporting, and broker support.✔ Established a 401(k) record-keeping and third-party administration platform solution for FAA advisors.

Completed 35+ years of combined service, including deployments to Afghanistan and Iraq during key phases of the Global War on Terrorism. Summary of experience as an enlisted sailor and commissioned officer:✔ Commanding Officer, Navy Reserve Special Operations, Central (NR SOCCENT), 2024 to Present ✔ Project Team Lead, Office of the Chief of Naval Personnel, Military Plans and Policy, 2019 to 2024✔ Executive Officer, Naval Reserve, Task Force 17, 2018 to 2020✔ American Military Liaison Officer to the Iraq Counter Terrorism Service: Mobilized to Active Duty, 2017✔ Task Force Operations Officer, Naval Special Warfare, Multiple Exercises in South Korea, 2009 to 2016✔ Deputy Future Operations Officer, Security Force Assistance, Special Operations Joint Task Force – Afghanistan, 2015✔ Reserve Reenergized Project: Mobilized to Active Duty, NSW Group 11, Developed and led efforts to grow the NSW reserve force. Increase SEAL reserve manning by 53%, 2008 to 2010✔ Reserve Realignment Project: Mobilized to Active Duty, NSW Special Warfare Command, Action Officer of a working group that established SEAL Team 17/18 and Group ELEVEN, 2002 to 2004

La Jolla, Ca

Provided financial planning and private wealth management services. Developed expertise in corporate retirement plans and grew pension plan assets under management.

San Diego, Ca

After completing the 24-month Merrill Lynch Professional Development Program (PDP), became a top-quintile revenue producer.