Steven Berkson

A Profile of Steven Berkson

Steven Berkson is a veteran financial and investment advisor. With a CPA license in hand and extensive experience advising successful professionals and entrepreneurs alike, his primary focuses are investment management, tax mitigation strategies, wealth transfer, and retirement.

He and his family have established congregations in Knoxville and Chattanooga Tennessee and share their teachings both online and through video broadcasting.

Early Life and Education

Berkson was born to a wealthy family and spent his formative years living close to both the Metropolitan Museum of Art and Guggenheim museums, experiencing high culture as well as playing cowboy in Central Park and reading comics.

Kenneth Koch and Edwin Denby in New York had an impactful influence on him as an artist, while Robert Creeley and George Schneeman contributed immensely to shaping his artistic sensibility. Moving to Bolinas in California in 1970 shaped his sense of style further; editing and publishing books under Big Sky imprint.

He was an accomplished writer, collaborator, publisher, art critic and teacher. From 1988 until his death in 2012 he served on the visiting faculty of Naropa Institute, Mills College and other colleges; friendships with such artists as Andy Warhol and Willem de Kooning only added depth and substance to his poetic practice.

Professional Career

Steven M. Berkson is an experienced certified public accountant and financial advisor specializing in income tax preparation, estate planning and accounting. As the founder and president of his namesake firm – Steven M. Berkson CPAs – he offers his services throughout Connecticut and New York State.

He has collaborated with numerous artists and writers, such as Frank O’Hara, Philip Guston, Alex Katz, Bernadette Mayer, and Greg Irons. His extensive archive of literary and artistic material can be found at the Thomas J. Dodd Research Center at University of Connecticut Storrs.

Before moving to Bolinas, Berkson edited Best & Company, an anthology renowned for introducing second-generation New York School poetry; yet noteworthy for omitting any female writers due to eras dominated by male anthologies. Later he published Portrait and Dream: New and Selected Poems with Coffee House Press (2011) as well as several books and pamphlets such as Expect Delays and What’s Your Idea of a Good Time?.

Achievement and Honors

Berkson has been recognized for his work through various awards, fellowships, and teaching appointments. His literary and artistic materials can be found in the Thomas J. Dodd Research Center at University of Connecticut Storrs’ Special Collections.

He published over two dozen collections and pamphlets of poetry, such as Portrait and Dream: New & Selected Poems from Coffee House Press and Expect Delays (both available as audio CDs from their publisher), his works were translated into French, Russian and Hungarian with reviews in numerous newspapers and journals praising his works; additionally he was honored to become a member of the American Academy of Arts and Letters.

Personal Life

Berkson is married and a proud parent to two children. As a Messianic Jewish Rabbi and leader of Beth Shalom Messianic Congregation in Apison, Tennessee – where Beth Shalom Messianic Congregation can be found – Berkson maintains an active personal and professional life.

Berkson has collaborated extensively with visual artists such as Philip Guston, Alex Katz and Joe Brainard as well as poets Frank O’Hara, Anne Waldman and Bernadette Mayer; additionally he has edited multiple books of poetry.

His groove-based influences range from blues and ragtime, Theo Parrish of Detroit’s Moodymann, and Detroit funk to mixdowns tailored for club soundsystems. Additionally he worked as editor for both Artnews and Arts magazine before translating his work into French, German, Russian, Czechoslovakian; Portrait and Dream: New and Selected Poems from Coffee House Press were his two collections featuring these poems.

Net Worth

Steve Berkson is an award-winning financial planner and investment advisor with an estimated net worth of more than $185 Million. He established his own wealth management firm and holds multiple certifications – Certified Financial PlannerTM professional, Personal Financial Specialist and Certified Public Accountant certifications among others. Steve currently resides in Woodland Hills, California along with his wife.

He is a member of the Financial Planning Association and sits on the board of Page Youth Center’s board of directors; additionally he volunteers his services for local AYSO Club activities. Prior to becoming principal at Argosy Wealth Management he provided comprehensive wealth management services to high net worth clients since 1993.

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