Location: New York, NY
Berge has been a tax professional for more than 40 years. He specializes in trust and estate accounting, planning and administration. As President of Berge and Associates, Inc., he has worked with individuals, small businesses and tax-exempt organizations in planning and preparation of tax returns. He added wealth management to his practice in 1994 focusing on multi-generational financial planning. Berge served as President and Director of the Sorel Organization, a private foundation which helps in furthering the careers of talented individuals in field of classical and modern music.
- Series 6, Series 7, Series 63, Series 65, Insurance
- Quote: “You don’t have to hold a position in order to be a leader.” – Henry Ford
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.