Jack Berdy, Financial Services Professional, GoldBook Financial

Jack Berdy, Financial Services Professional, GoldBook Financial Jack Berdy, Financial Services Professional, MassMutual Pacific Coast Preparing for that next step in life isn’t always easy. CA Ins.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer

solutions to help fill them. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I am licensed to sell insurance in: AL, AR. AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY. Lic.
MassMutual refers to Massachusetts Mutual Life Insurance Company. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an e...
05/14/2026

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an extended illness or injury disrupts your work. Let’s review your protection plan together.

Contact me to learn more about how income protection could work alongside your savings and investments to support your f...
05/13/2026

Contact me to learn more about how income protection could work alongside your savings and investments to support your financial foundation.

Your income supports the life you’re building, whether you’re chasing career milestones, planning caregiving, or working...
05/12/2026

Your income supports the life you’re building, whether you’re chasing career milestones, planning caregiving, or working toward future goals. During Disability Insurance Awareness Month, let’s meet to discuss an income‑protection strategy.

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income durin...
05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!
05/10/2026

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!

If you’re feeling the squeeze from everyday costs, you’re not alone. Rising prices can put real pressure on your budget,...
05/07/2026

If you’re feeling the squeeze from everyday costs, you’re not alone. Rising prices can put real pressure on your budget, and I’m here to help. Let’s look at ways to create breathing room, prioritize what matters, and keep your financial goals on track.

Steady income can help retirees feel more comfortable spending and avoid costly mistakes. Let’s talk about how guarantee...
05/06/2026

Steady income can help retirees feel more comfortable spending and avoid costly mistakes. Let’s talk about how guaranteed income can help build confidence in your plan.

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverag...
05/05/2026

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverage and guaranteed cash value. It’s a way to stay protected while building flexibility for the future, even when markets are unpredictable. If you’re thinking about long‑term security, this is a conversation worth having. Let’s connect.

¡Feliz Cinco de Mayo! Hoy es más que una celebración de la herencia mexicana; es un tributo a la resiliencia, la unidad ...
05/05/2026

¡Feliz Cinco de Mayo! Hoy es más que una celebración de la herencia mexicana; es un tributo a la resiliencia, la unidad y el orgullo cultural.

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cult...
05/05/2026

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cultural pride.

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805 Kalpati Circle
Carlsbad, CA
92008

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