DAVID F. BERDOW, CFP®, CLU®
PRINCIPAL
David has worked in the financial services profession since 1995 with a practice focusing on the preparation and implementation of financial plans, wealth management and insurance planning. The wealth process entails helping clients to organize, identify goals and understand the “big picture”. The process is completed with a combination of personal attention, industry experience and execution.
David is a CERTIFIED FINANCIAL PLANNER™ professional. He was chosen as a 2024 Five Star Wealth Manager*, the 13th consecutive year he has received this designation. He is a member of the FPA of the Philadelphia Tri-State Area chapter of The Financial Planning Association and served on its National Ethics Committee.
In addition, David has volunteered for several charities, including as a board member and domestic violence hotline counselor for the Women’s Center of Montgomery County, the Vice Chair of Narberth Community Library, and Chair of the Narberth Borough Industrial Development Authority. David is a graduate of Radnor High School in Pennsylvania and University of Lynchburg in Virginia. He is also a graduate of multiple Outward Bound schools and a water sports enthusiast.
He lives in Narberth, Pennsylvania with his wife, a marketing director for a national organization, and two children.
Jennifer Palmer
ASSOCIATE
For over 27 years, Jenn dedicated herself to the philanthropic sector, steering nonprofit organizations focused on enhancing the lives of children. Her dedication and thorough research improved relationships with grant recipients, streamlined internal processes, and directed grants where they were most needed.
In 2020, Jenn obtained licenses for both life and annuities, as well as health and accident insurance, in addition to earning her AHIP certification. Motivated by her desire to help others, she utilizes her problem-solving skills and organizational abilities to enhance Berdow Planning Group’s dedication to excellent customer service.
Originally from Allegheny County, Jenn now calls Mercer County home, where she enjoys spending time with her husband, children, and grandchildren. Away from work, she finds joy in singing and fishing at the local community lake.
Liz Kochubka
ASSOCIATE & MARKETING MANAGER
Since 2000 Liz has worked in the design and marketing profession for industries including franchise development, higher education, and financial services. Her extensive background and experience in strategy implementation deliver results and allow businesses and individuals to succeed. Liz fully immerses herself in the client’s needs in order to gain a deep understanding of their specific goals. This allows the Berdow Planning Group to find meaningful solutions.
Liz is a problem solver and enjoys the details of all things. Recognizing that each client has individual needs, Liz dedicates herself to understanding each client’s specific situation before making recommendations, while educating clients and working diligently to develop achievable goals.
Originally from Lancaster County and then moving to the Philadelphia area after graduating from Kutztown University, Liz now resides in the Philadelphia Suburbs with her husband, two children, and dogs. When not working, she enjoys spending time traveling with her family and going to the beach.
*To receive the 2024 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 4,532 wealth managers in the Philadelphia area were considered for the award. 303 were named 2024 Five Star Wealth Managers, which represents less than 8% of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance.