My Background

Berto Cabral is a financial adviser and began working in the financial sector in February of 2012. In just a few years, he became a Partner with New York Life, a Fortune 100 company, with the Boston General Office. 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, Berto decided to refocus his career to helping clients. He became a financial adviser with Eagle Strategies, LLC in April of 2018. After gaining valuable experience in the financial field, he decided to create his own LLC, Cabral Financial Group, LLC, to transtion the focus of his financial practice to work with highly compensated professionals, pre-retirees and retirees. Berto believes that every client has a unique situation and deserves a customized financial plan in order to achieve their goals. Berto became a qualifying member of the Million Dollar Round Table in 2018 and also qualified again in 2019. 

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®), which he attained in 2018. He lives in Fall River, MA with his wife Rita, a Nurse, and his son, Benjamin. Benjamin was born in 2019, which is exciting for Berto, because 2019 it only the possibility of a new tax deduction. Berto is involved in the local community involvement by 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.



1The 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 agents, 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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