Series 4, 7, 24 & 63 Securities Registrations,¹ Series 65 Advisory Registration²
William founded BPU Investment Management in 1985, and became part of Wealth Enhancement Group when the two firms joined forces. In addition to working with individual clients on their financial goals, William provides investment guidance to credit unions and charitable, religious and fraternal organizations. He enjoys sharing his broad knowledge with these organizations through lectures and by writing on investing and portfolio strategies for credit unions.
- BS, The Pennsylvania State University
The Berkowitz Financial Advisory Team is located in our Pittsburgh office.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.