Berkeley Meredith, CFP®, CPWA®, CDFA®
Managing Partner & Financial Advisor
Joining Hughes Financial Services in August 2017, Berkeley is a Certified Financial Planner (CFP®) who works closely with clients providing them with objective comprehensive financial planning. Being independent means he is able to seek out the best tools, resources and strategies to help his clients work towards the goals that are most important to them.
Berkeley specializes in all areas of financial planning including:
- Investment Management
- Retirement Income Analysis, Evaluation, Planning & Management
- Portfolio Design and Management
- Family Wealth Planning
- Estate Planning
- Tax Reduction Planning
- Social Security Analysis
- Insurance
Berkeley graduated from Virginia Polytechnic Institute & State University (Blacksburg, VA) with a Bachelor of Science in Finance, while also completing the Certified Financial Planner Program’s necessary coursework during his time as an undergraduate.He earned his Certified Divorce Financial Analyst (CDFA®) in 2020 and holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. Berkeley enjoys being an active member of the National Capital Financial Planning Association (NCFPA) and the Academy of Preferred Financial Advisors (APFA) and holds a FINRA Series 65 registration.
Originally from Radford, Virginia, Berkeley lives in Northern Virginia.
