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Our financial advice team


Brad Berger, Financial Advisor serving the Tacoma, WA area - Ameriprise Advisors

Brad Berger

CFP®

Financial Advisor

Chief Executive Officer of
Cornerstone Financial Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Insurance
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Small Business
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Interests

  • Brad enjoys spending time with wife Beth, 2 sons - Braxton and Bennett, 2 grown daughters - Molly & Sarah and their yellow lab, Zeus
  • The entire family enjoys winter skiing at Steven's Pass and anywhere else their Vail Epic Passes take them (Brad is an active alumni member of the National Ski Patrol)
  • Summers are spent wakeboarding, wake surfing and hydrofoiling on Lake Entiat.
  • Brad is an avid aviator! A commercially rated instrument land/sea pilot and Certificated Flight Instructor, Brad is a partner in a beautiful 1979 Cessna 180K on Aerocet floats.

Awards & recognition

  • Five Star Wealth Manager , 2013-2022

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CAP® Chartered Advisor in Philanthropy®

Education

  • Bachelor of Science, Computer Science, The United States Military Academy, West Point, NY - 1987

Previous experience

  • Chief Executive Officer & Owner - Cornerstone Financial Strategies, LPL, 2009 - 2018

Community participation

  • KBTC Association Board of Directors
  • Brad is active in the Civil Air Patrol and serves as the Deputy Commander for Cadets and Chief Orientation Pilot for Renton Composite Squadron and Command Pilot for Angel Flight West. Inspiring the next generation in aviation is a passion and giving back to support that cause is a high priority.