Gary Berg and Associates

Advisors

Gary Berg

Gary Berg

CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Gary Berg's website
Monica A Sullivan

Monica A Sullivan

CFP®, RICP®, ChFC®

Associate Financial Advisor

Visit Monica A Sullivan's website
Heidy Dacanay

Heidy Dacanay

CRPC®

Financial Advisor

Visit Heidy Dacanay's website

Team

Angela K. Lay

Angela K. Lay

Paraplanner

Qualifications

  • FINRA Series 6, Series 63
  • California Insurance License #0D96012
  • Bachelor of Arts- Humanities
  • Financial services industry experience since 2003
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Marie Meister

Marie Meister

Paraplanner

Qualifications

  • Financial service industry experience since 2000
  • FINRA Series 7, Series 66
  • Bachelor of Science - Business Administration
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Robin Prosser

Robin Prosser

Paraplanner

Qualifications

  • Financial service industry experience since 1999
  • FINRA Series 7, 66, SIE
  • San Francisco State University, Bachelor of Arts
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Sharlene Asuncion

Sharlene Asuncion

Paraplanner

Qualifications

  • Financial service industry experience since 2016
  • FINRA Series 7 & 66
  • • University of California, Berkeley, Bachelor of Arts - Psychology
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Samuel Eisenberg

Samuel Eisenberg

Client Concierge

Qualifications

  • Bachelor of Arts, Economics; UC Davis
  • Financial services industry experience since 1998
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Cynthia Grantham

Cynthia Grantham

Receptionist