Candace H Berkman, CLTC®

Financial Advisor

Professional

Before Candace Berkman can speak intelligently about the services that might be appropriate for you and your family, she needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know her.

Board Memberships & Community Involvement:

  • Past member San Diego State Entrepreneur Management Center Advisory Board
  • National Association of Insurance and Financial Advisors
  • Actively involved in the Women's Council on Mental Health since 1996
  • Past Board member Senior Community Center Board, chaired Heroes luncheon in 2003
  • President Women in Business 2018-2019

Awards & Recognition:

  • Women Who Mean Business Award in 2000
  • TWIN award through the YMCA in 2001, recognizing successful business women who make significant contributions to their communities
  • Qualifying member of the Million Dollar Round Table 2005-2007
  • National Quality Award 2007-2009
  • National Association of Insurance and Financial Advisors Quality Award   2011-2013
     

Education:

  • Bachelor of Arts, Psychology & Speech Communications, University of Southern California

Designations:

  • CLTC

With the CLTC designation, Candace Berkman has received one of the most extensive educations available for financial professionals in the field of long-term care insurance. Graduates of the CLTC designation program from the Corporation for Long-Term Care Certification, Inc. have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance. The program, acknowledged by state regulators as an appropriate continuing education means, is a valuable resource for financial professionals desiring to remain up-to-date on industry trends.

Candace has been a Northwestern Mutual Financial Representative since 1998.  Outside of her commitment to Northwestern Mutual, Candace also loves to play tennis, ski, and spend time with family.

Years of Experience

Representing Northwestern Mutual since 1998.

Education

Degree Major Institution
Bachelor of Arts Psychology & Speech Communications Univeristy of Southern California
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck