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Bepin Serraj

Bepin Serraj

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 his Life & Health Insurance license in addition to the Series 65 license. Bepin is currently pursuing the prestigious Chartered Financial Analyst designation and has passed the CFA Level II Exam and is a CFA Level III Candidate.