BSB Financial Services was co-founded by Kevin Berenzweig, a Financial Advisor with more than 10 years of financial services and life insurance management experience. He is well versed in all aspects of retirement planning and works with both corporate and individual clients to design a strategy that brings their vision of the future to life.
Kevin focuses on providing employee benefit services to leading companies, such as conducting financial education workshops and webinars for employees. He is passionate about helping individuals become financially savvy so they can achieve their lifestyle security goals during retirement.
Kevin resides in La Jolla and has a special interest in healthy living and being near the water. He is also very active in the Big Brother San Diego program.
FINRA Series 6 and 62 Licenses
NASAA Series 63 and 65 Licenses
Life and Health Insurance License
Insurance Licensed in: CA, FL, WI
- CA Insurance License # 0E62144
Securities Licensed CA, MO, NM, WI