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.
Larry Crickenberger, JD, CFP®
Kestra Planning Group
Larry is an alumnus of University of Virginia and New England Law School in Boston, MA. He graduated cum laude with a Juris Doctorate degree and practiced law in Washington, DC, and Alexandria for over 17 years. His practice was concentrated in the areas of Real Estate, Bankruptcy, Business Planning, Trust and Estates. He served as an Administrative Law Judge in the Commonwealth of Virginia and currently is a member of the Virginia Bar. In 1994, he moved to San Francisco, CA, and transitioned to the financial services industry, working with American Express Financial Advisors, Fidelity Investments, and Silicon Valley Bank as an advisor or planner before joining the Kestra Planning Group.
His community involvement spans organizations concerned with health care, hunger, wildlife, the environment, and LGBT rights. He is currently the President of the Board of Directors of Emergency USA, the US affiliate of Emergency, an Italian NGO that provides free, high-quality care to people affected by conflict and poverty. Larry has only historically housed cats that are psychic. Not that he discriminates. It is undetermined whether the cat foresaw his guardianship and acted or if there is a planetary pull.
Kestra employees are not affiliated with or employees of the independent advisory firms they provide services to nor are the independent registered representatives or registered investment advisors affiliated with Kestra Financial, its employees or subsidiaries.
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.