The Oasis Asset Mgmt. Group Inc.
Gregory Berlin
CERTIFIED FINANCIAL PLANNER™ Certificant
10+ Years of Experience
- Series 65, 7, 63
- CRD# 3269482
Gregory Berlin is an experienced Financial Advisor serving individuals, families and businesses throughout Northwest Pennsylvania and Northeast Ohio in all aspects of financial planning, retirement planning, and wealth management.
Greg has a team approach and works with Ronald Pirro, Michael Zawatsky, and Hal Pollov.
He is a graduate of Indiana University; Greg earned both a BM in violin performance and BSOF in Business. He has a Master of Business Administration degree from the Weatherhead School of Management at Case Western Reserve University. He has also earned an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.
In addition to financial seminars Greg has delivered seminars on parenting issues, general business topics, and personal & financial wellness. He also represents work life providers and EAPs at health fairs and visibility events educating employees on their benefit plans.
Greg volunteers his time to SOFA (Society for Financial Awareness) and Junior Acheivement with their missions to eradicate financial illiteracy in this country.
HIGHLIGHTS
| General Information |
| Firm Start Year: | 1988 |
| No.of Employees: | 5-9 |
| Name of Broker/Dealer: | Wunderlich Securities |
| Name of Custodial Firm: | Wunderlich Securities |
| States Licensed in: | Most states |
| Number of Years with Current Firm: | 7 |
| Services |
| Investment Types: | Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Options & Futures , Insurance , Annuities , Stocks , Bonds , Mutual Funds , Commodities , Socially Responsible Investments (SRI) |
| Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity , Disability , Long Term Care , Variable Life , Variable Annuity , Life |
| Firm Information |
| I work with clients as part of a team: | Yes |
| Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
| Compensation & Fees |
| Fee Structure: | I am a fee-based financial professional |
| Minimum Portfolio Size for New Managed Accounts: | all accounts |
| Compensation Methods: | Commissions , Flat Fee , Based on Assets |
FAQs
Do you have a customer satisfaction or refund policy?
Financial Planners
What are your qualifications? What is your education background?
What is your approach to financial planning?
What services do you offer?
How many clients do you currently manage?
Will you be the only person working with me?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Do you offer any guaranteed results?
How much risk should I be willing to take?
Have you ever been charged with any breaches?
Financial Advisors
What services do you provide? What are your specialties?
What is your experience? How many clients do you currently manage?
What financial institution(s) do you represent?
How do you charge for your services?
Do you provide a free initial consultation?
Why should I choose you as my financial advisor?
401k Plan Services
What are your management fees?
What kind of plans do you specialize in?
Do you have a minimum requirement for number of employees or total investment value?
What type of plans do you offer?
Do you offer any additional services?
401K Plan Rollover
What are your qualifications?
What is your approach to 401 K plan rollovers?
How long does the process of rolling over a 401K plan usually take?
What financial institutions do you represent?
How many years of experience do you have?
What are your fees for this service?
How many 401K rollover clients do you currently manage?
Why should I roll over my 401K plan to your firm?
Do you provide a free initial consultation?
-
Do you have a customer satisfaction or refund policy?
We strive in assisting our clients reach their goals and objectives every day. -
What are your qualifications? What is your education background?
Our team has undergraduate degrees in business, masters of business adminstration degrees, & advanced certifications relating to our industry. -
What is your approach to financial planning?
Our planning process begins with a meeting to get to know you, and developing a profile so we can get a clear vision of your financial future. Discussions will center on your goals for wealth creation, wealth distribution, and wealth preservation. -
What services do you offer?
The Oasis Asset Management Group, Inc. offers our clients comprehensive financial planning, wealth management, and investment management services. Primarily our focus is to assist people plan and build wealth for retirement. -
How many clients do you currently manage?
The team currently manages many clients. -
Will you be the only person working with me?
Yes there will be one financial advisor working with the client. However we do use a team approach on financial recommendations & strategies. -
How are you compensated? How will I pay for your services?
We allow the client to decide the most comfortable forms of payment. We can charge by fee based, fee only, or commission. -
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
This once again is up to the client. The client can decide how much or how little they want to be involved in the day to day decisions. -
Do you offer any guaranteed results?
No -
How much risk should I be willing to take?
This is determined by the financial plan and at the clients discretion. -
Have you ever been charged with any breaches?
No -
What services do you provide? What are your specialties?
The Oasis Asset Management Group, Inc. offers our clients comprehensive financial planning, wealth management, and investment management services. Primarily our focus is to assist people plan and build wealth for retirement. -
What is your experience? How many clients do you currently manage?
Financial Planning is a life long process not an event. The Oasis Asset Management Group, Inc. has the professional expertise and resources to support our clients' efforts in achieving long term goals. -
What financial institution(s) do you represent?
Wunderlich Securities is our broker dealer -
How do you charge for your services?
This depends on the clients needs and objectives. -
Do you provide a free initial consultation?
Yes -
Why should I choose you as my financial advisor?
Our purpose is to meet our client's financial and retirement planning needs through education, information, and high quality investment services. We believe that our knowledge and services are of great value and that we should be compensated fairly for them.•We are committed to ethical business practices which place the needs of our clients first. -
What are your management fees?
This depends on the client needs and objectives. -
What kind of plans do you specialize in?
If you own a company with one employee or one thousand employees, there are many benefits to providing a retirement savings plan. The Oasis Asset Management Group, Inc. has the expertise to help you determine which retirement plan is right for you. -
Do you have a minimum requirement for number of employees or total investment value?
No -
What type of plans do you offer?
•401k •Profit Sharing Plan •Money Purchase plan •Defined Benefit Plan •SEP •Simple IRA -
Do you offer any additional services?
We can help assist clients with most plans they would like to construct. -
What are your qualifications?
We have extensive knowlede in dealing with 401k rollovers. -
What is your approach to 401 K plan rollovers?
Whether you are retiring or changing jobs, it is important to explore these options and map out the most appropriate investment strategy to keep your retirement objectives on course. -
How long does the process of rolling over a 401K plan usually take?
This usually takes two to three weeks however it mostly depends on the past employers processing of the paperwork. -
What financial institutions do you represent?
Wunderlich Securities is our broker dealer -
How many years of experience do you have?
Greg Berlin 13 years in the industry, Ron Pirro has 21 years in the industry, Michael Zawatsky has 20 years in the industry, Hal Pollov has 40+ years in the industry. -
What are your fees for this service?
The fees will depend on client needs and objectives. -
How many 401K rollover clients do you currently manage?
We have managed money for many years. -
Why should I roll over my 401K plan to your firm?
We custom build an IRA to your goals & objectives. We have many services & investments that a client can choose from. -
Do you provide a free initial consultation?
Yes we provide a initial consultation at no charge.
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Office Hours
 |
Sun. | 9:00 AM - 9:00 PM | |
Mon. | 9:00 AM - 9:00 PM | |
Tue. | 9:00 AM - 9:00 PM | |
Wed. | 9:00 AM - 9:00 PM | |
Thu. | 9:00 AM - 9:00 PM | |
Fri. | 9:00 AM - 9:00 PM | |
Sat. | 9:00 AM - 9:00 PM |
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