Jack Berdy

Knowledge is the key to a successful financial future. With over 19 years of experience in the financial services industry, Jack has the background, experience, professionalism, and access to a wide variety of products and services that can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection.

He joined GoldBook Financial in September 2023. Prior to GoldBook, Jack worked as a financial services professional with MassMutual Pacific Coast after spending over 15 years with New York Life. Before transitioning to a career in financial services, Jack was a partner with the international accounting firm Ernst & Young.

He has a Bachelor of Arts in Economics from Stony Brook University. In his free time, Jack volunteers for various organizations including the Jewish Community Foundation of San Diego. Fun fact: Jack is an official scorer for PGA, LPGA and USGA golf tournaments.

Jack is Life, Accident and Health licensed.

AR Insurance License #8690299
CA Insurance License #0F05419

CRN202702-5847410