Founder and Principal, Berz Financial Partners
Bob Berz is a lifelong resident of Chattanooga, Tennessee and became interested in the life insurance business as a student at the University of Tennessee, while completing his degree in Finance and Insurance. After military service, he began his life insurance career with early involvement in industry affairs. Bob became a Life and Qualifying member of the Million Dollar Round Table, serving as local president of the National Association of Life Underwriters, American Society of Chartered Life Underwriters and the Estate Planning Council. He is a member of the Association for Advanced Life Underwriting and received his CLU designation from the American College in 1975. Bob is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC and the founding principal of Bluffview Insurance Group.
Bob’s focus has always been on personal planning with emphasis on preserving estate values, wealth accumulation and retirement planning. He serves on numerous local, regional and national boards that relate to race relations, public education, and community involvement. Bob enjoys travel and nature photography, but his personal interests and hobbies center around his family – wife Jane and their seven children.