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Our financial advice team


Harvey Berger

Harvey Berger

CFP®, APMA®

Private Wealth Advisor

Business Financial Advisor
EBA Wealth Strategies
27
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.

Areas of focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Estate Planning Strategies

Interests

    Winston Churchill said it best: “We make a living by what we get. We make a life by what we give.”

    It’s an honor to serve on various committees in my community. You can also find me at the ballpark… practicing or teaching yoga… or collecting glass art… and always enjoying time with my wife and family.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Forbes Best-in-State Wealth Advisors, 2019-2021
  • Ameriprise, Circle of Success, 2002 - 2020
  • Ameriprise Diamond Ring Club, 2012

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, 63, and 65 Licensed
  • Life and Health Insurance Licensed
Newsletter

to receive my newsletters and other financial and market information

Community participation

Recipient of the D2 Good Works Award, 2018

Member of Board of Directors for NVHC

Member of James Renwick Alliance, and Art Alliance for Contemporary Glass.

Volunteer, InvestWrite