My name is Carol Berger and I established Berger Wealth Management with two things in mind – to provide objective, unbiased advice and to help people reach their financial goals through more-informed decision making. 

I am a CERTIFIED FINANCIAL PLANNER™ professional. I am also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Prior to establishing Berger Wealth Management, I was with a fee-only firm in Atlanta for 5 1/2 years. While there, I gained valuable experience both as Support Advisor for the owner’s clients (approximately 85 clients) and as Relationship Manager for my own clients. The services that I provided clients included Retirement Planning, Tax Planning, Insurance Planning, and Estate Planning. In addition, I specialized in Portfolio Management and Asset Allocation and was also the Trade Desk Manager for the firm.

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, and my Cavapoo, Greyson.