Carol C. Berger,  CFP<sup>&reg;</sup> - Financial Advisor

Carol C. Berger, CFP®

Owner

Berger Wealth Management

1029 Peachtree Pkwy, Ste 272
Peachtree City, GA 30269
FINANCIAL ADVISOR'S WEBSITE
(770) 301-2801 CONNECT WITH Carol
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General

Carol Berger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Berger Wealth Management in Peachtree City, GA and the surrounding communities.

Financial Advisor Overview

I provide financial planning for individuals and couples - both traditional and non-traditional. I also offer an Investments Only service. I work with my clients on an ongoing basis. I believe in establishing long-term relationships based on openness and trust.

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Financial Advisor Experience

I am a career changer having spent 15 years in engineering and almost 5 years as a franchise owner. I started my financial planning career in 2006 with a fee-only firm in Atlanta. In 2012 I went out on my own and established Berger Wealth Management.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Domestic Partnership Advisor

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources