Industry Licensure (FINRA series 4, 7, 24, 31, 51, 66 licensed (active))
Professional Designation - CFP(r)
CERTIFIED FINANCIAL PLANNER (tm) (CFP(r))
Professional Designation - EA
EA (Enrolled Agent)
Mark Berger's Skills
Financial Advisory
Planning
Financial Planners
Retirement Planning
Financial Planning
Wealth Management Services
Tax
Portfolio Management
IRAs
Investments
Mark Berger's Summary
Mark Berger, based in Minneapolis, MN, US, is currently a CERTIFIED FINANCIAL PLANNER (tm), Enrolled Agent, Principal, Owner at Berger Financial Group, Inc, bringing experience from previous roles at Continuity Partners Group, LLC, myTalk 107.1 and CtK Foundation Board. Mark Berger holds a 1999 - 2003 BA in Economics with a concentration in Finance @ St. Olaf College. With a robust skill set that includes Financial Advisory, Planning, Financial Planners, Retirement Planning, Financial Planning and more, Mark Berger contributes valuable insights to the industry. Mark Berger has 2 emails on RocketReach.