Candace H Berkman, CLTC®

Financial Advisor

My Team

Our mission is to deliver meaningful, creative and optimal solutions for our clients that align with their value system, growth and lifetime goals.

As a TEAM, we serve with honor, humility and respect while cultivating financial security for our clients



My Colleague

Peter Racen  CLU®, ChFC®, CASL ®, CFP®, AEP®Peter Racen

Estate and Business Planning Specialist

Peter Racen is a business owner, entrepreneur, and an Estate and Business Planning Specialist with Northwestern Mutual Wealth Management Company.  Peter spent the first 21 years of his professional career working in a family business that was started by his grandfather in 1946. Peter joined Northwestern Mutual in October 1999 and has taken his experience as an owner of a closely held family business to help other business owners address the issues he and his family faced. Peter’s passion is to help business owners protect and preserve the value they worked so hard to create. Peter’s focus is to provide integrated personal, business, estate planning, and investment services to business owners and high net worth clients.  

 

The Berkman Team

 
Cynthia M Burnette

Cynthia M Burnette

Director of Client Services

Cynthia has been with Northwestern Mutual since April 2019. She received her bachelor’s degree in Business Administration with an emphasis in Management from San Diego State University, Fowler College of Business. Previously, Cynthia worked as a Legal Administrative Assistant managing small to mid size law firms. She is a born and raised San Diegan, enjoys traveling, dogs, and loves to experience new things. 

Cynthia manages all client servicing from onboarding to maintenance and acts as a liaison between Candace and her clients. 

 
 

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