Carol C. Berger

CFP®

Berger Wealth Management, LLC

Owner

Carol C. Berger

CFP®

Berger Wealth Management, LLC

Owner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. Being a solo advisor allows me to provide personalized service to my clients. - Carol C. Berger, CFP®

(770) 301-2801

Fee-Only financial planner serving Peachtree City, Newnan, Fayetteville and the surrounding metro Atlanta, GA area

Meet Carol C. Berger

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.

Carol C. Berger is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Carol Berger is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Carol C. Berger

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 1029 Peachtree Parkway
    Suite 272
    Peachtree City, GA 30269

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser