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Profile carol berger

Carol Berger

CFP®
Berger Wealth Management
Peachtree City, Georgia
Fee-only firm helping individuals and couples (both traditional and non-traditional) make more-informed decisions for their financial future
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Meet Carol

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Introduction - Carol Berger
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What happens to my clients if something happens to me since I am a solo practitioner? - Carol Berger
Video Transcripts

Wouldn’t you rather have less worries and stress in your life?

Do you really have the time to manage your portfolio?

Do you wonder if you will have enough money to last throughout your lifetime?

That’s why I’m here…. to worry about the details for you. This means more time for you to enjoy other things – golf, fishing, travel, spending more time with the family!

My name is Carol…

Wouldn’t you rather have less worries and stress in your life?

Do you really have the time to manage your portfolio?

Do you wonder if you will have enough money to last throughout your lifetime?

That’s why I’m here…. to worry about the details for you. This means more time for you to enjoy other things – golf, fishing, travel, spending more time with the family!

My name is Carol Berger and I am the owner of Berger Wealth Management. When I started the firm I had two main objectives – to provide unbiased advice and establish long-lasting relationships with my clients.

Before Berger Wealth Management, I was with another fee-only firm in Atlanta for over 5 years. While there, I worked with many types of clients – doctors, dentists, executives, small business owners, retirees, etc. It was great experience for me and I learned a lot. In addition to providing comprehensive planning, I specialized in Portfolio Management and Asset Allocation.

I am a CERTIFIED FINANCIAL PLANNER™ professional. I completed the Financial Planning Program at Oglethorpe University in Atlanta. I also hold the Accredited Domestic Partnership AdvisorSM designation from the College for Financial Planning. I am a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

In 1981, I graduated with High Honors from Georgia Tech with a Bachelor’s Degree in Industrial and Systems Engineering. After graduating, I went to work for Mobil Oil in Beaumont, TX, where I worked for 14 years designing computer systems and later as a financial analyst. I then moved back to Georgia and opened a Mail Boxes Etc. franchise. Being the owner/operator of a franchise gave me great insight into what it takes to be a small business owner.

I have always loved sports – both as a participant and spectator. I enjoy golf and Pilates and love to follow the Atlanta Braves, Atlanta Falcons and college sports. I am also an animal lover and live in Peachtree City, GA, with my African Grey parrot, Turbo.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
Estate planning
Insurance management
LGBT Services

Fee structure

Based on % of assets
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

Bachelors
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