Berkely Arrants, CFP®, CIMA®, CRPC®

My path to financial planning was both unexpected and perfectly fitting. While transitioning careers, I found myself deep in conversation with my father about a trust he was setting up. Curious, I asked him, “What’s that job called – talking about this kind of stuff all day?” He laughed and said, “I think it’s financial planning. Call my friend Phil; he’ll know.” So I did! As it turns out, he was right. From that moment on, I knew I had found a profession where I could combine my love of problem-solving, education, and helping others into meaningful work.

I was born in London, UK, and moved to the United States for college at age 18. I earned a B.A. in Psychology from the University of Pennsylvania, where I also co-captained the Varsity Women’s Crew team. After several years in marketing, I pursued my passion for entertainment, working as an actor and producer. In 2000, after starting a family, I transitioned to financial planning.

My core areas of expertise include financial planning and analysis, retirement income planning, and holistic wealth management. Beyond the numbers, I bring a strong sense of organization and a passion for education. I aim to help my clients clearly understand their options, so they can make confident decisions. I’m known for explaining complex concepts in simple, relatable terms, and approaching every conversation with compassion and curiosity.

I specialize in working with several different types of clients: corporate executives who want to take a more intentional approach to their financial future; business owners who devote their time working in their business and need support working on their business; and women, especially those navigating major life transitions like becoming widowed, divorced, separated or entering retirement.

I focus on starting each client with a financial planning process. We take a holistic approach, which means we place a high importance on bringing together all the pieces of a person’s financial life to create a clear pathway that aligns their resources with their goals, dreams, and wishes.

Our expertise lies in guiding clients through significant life transitions such as business life cycles, marriage, childbirth, job changes, retirement, spousal death, and divorce. We also specialize in retirement income planning.

I focus on making people feel truly heard and seen. My goal is to empower clients through education. I feel this overwhelming sense of purpose through helping my clients make confident, intentional decisions about their future and the future of those who depend on them.

The most rewarding part of my role as a wealth manager is seeing the moment everything clicks for a client. When they feel confident, in control, and excited about their future, I know I've helped them achieve something significant.

I believe it's incredibly important for my clients to be well-informed about the crucial decisions impacting their future and the future of their loved ones. That's why I dedicate myself to educating them, ensuring they have the confidence to move forward with plans tailored to their unique circumstances. No question is too small.

What I appreciate most about working with Savvy is how much they prioritize supporting advisors. Their tools and resources give me the time and freedom to focus on what I love to do most, which is working closely with my clients, guiding them through important decisions, and helping them feel confident about their future. It’s a true partnership that allows me to serve my clients better, while continuing to grow and evolve as a financial professional.