Gary Berg and Associates

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Gary Berg and Associates
Team photo for Gary Berg and Associates

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Team

Gabriela Velasco

Gabriela Velasco

Client Service Specialist

Qualifications

  • B.S., Business Administration -Marketing, San FranciscoState University, SF, CA

  • CA License # 0D82009

  • Financial service industry experience since 2008

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Cynthia Grantham

Cynthia Grantham

Receptionist

Jason Pickens

Jason Pickens

Operations Specialist