My Background

Berto Cabral is a financial adviser with Eagle Strategies LLC. Berto began working in the financial sector in February of 2012. In just a few years, he became a Partner for a Fortune 100 company, with the Boston G.O. of New York Life Insurance Company. In the role of Partner, he was responsible for identifying talented individuals and helping train them to become successful agents with New York Life. In 2018, he became a qualifying member of the Million Dollar Round Table1. After gaining valuable experience in the financial field, he decided to turn his focus to a financial practice designed around working with highly compensated professionals, pre-retirees and retirees. Berto believes that every client has a unique situation and deserves a customized financial strategy in order to achieve their goals. 

Berto lived in Sao Miguel, Portugal for the early years of his life and moved to Fall River, MA with his parents, when he was 7 years old. At the age of 18, he decided to pursue his college degree at the University of the Azores. He earned a degree in Business Management in 2010. Berto also holds the designation of Certified for Long-Term Care (CLTC®). He lives in Fall River, MA with his wife Rita, a Licensed Practical Nurse. They are expecting their first child in July of 2019, which is exciting to Berto, about the having the possibility of a new tax deduction2. His community involvement includes volunteering as a board member for the Greater Fall River Children's Museum.  Away from the office, Berto loves spending time with his family and friends, traveling, and can be seen attempting to play golf at local golf courses in the Fall River area.



1​The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.


2Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

 

 

 

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