Robert S. Berz, CLU

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 served as local president of the National Association of Life Underwriters, American Society of Chartered Life Underwriters and the Estate Planning Council. He received his CLU designation from the American College in 1975. Bob is a Registered Representative with Lion Street Financial, LLC and an Investment Advisor Representative with Lion Street Advisors, LLC.

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.

Bob is principal of Bluffview Insurance Group and founder of Berz Financial Partners.