Meet the Team
Susan Berardi
Legal Assistant
Susan P. Berardi joined Centara Capital Management Group, Inc. in June of 2004, where she worked as an Associate Advisor and specialized in Long Term Care planning. She later joined Centara Legal Group, APC in June of 2006 as a Legal Assistant. In this role, she assists estate planning attorneys and financial advisors in the development and implementation of comprehensive estate planning strategies. She is well known for her excellent customer service and positive attitude.
In her free time, Susan enjoys swimming, reading, boating and spending time with her husband and two children. She is a 5th generation San Diegan and enjoys participating as an active member in various charitable organizations devoted to art, science, and athletics in the community.
Professional Designations & Licenses:
- Investment Advisor Representative
- California Life and Health Insurance License
Education:
- 1992 San Diego State University, B.S., Physical Education, Athletic Training
Affiliations:
- Member, Chula Vista Yacht Club
- Member, High Tech Middle Media Arts Advisory Board