
Bepin Serraj, CFA
Financial Analyst
Bepin focuses on the analysis of prospective clients’ investment portfolios and helps to coordinate the financial planning process all the way through the creation of the financial plan. He is also a great resource for any account related questions. Bepin is a graduate from Albion College with a degree in finance. He holds the prestigious Chartered Financial Analyst designation in addition to his Life & Health Insurance and Series 65 license.