Erick is in charge of financial planning and investment advisory for von Berge Wealth Management. He has been in the financial services industry for over 15 years and holds the designation of CERTIFIED FINANCIAL PLANNER™. Erick was also a Sergeant in the U.S. Marine Corps. After exiting the Marine Corps, he obtained a Bachelor of Science in Management at Pepperdine University, then a Personal Financial Planning Certificate from San Diego State University. Erick is an active member of the Financial Planning Association and enjoys playing golf and beach volleyball in his spare time.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
|Firm Start Year:||2018|
|No. of Employees:||2-4|
|Number of Years with Current Firm:||5|
|Work with the following types of clients:||Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations|
|Advisory Services Provided:||Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning|
|Investment Types:||Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds, Options & Futures|
|Can meet clients in the following ways:||Email, Our Office, Your Home, Phone, Your Office, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Life|
|Advisor's Number of Clients:||400|
|Advisor's Number of Planning Clients:||200|
|Assets Managed by Advisor:||$310000000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets|
|Minimum Fee Charged for Hourly Planning Accounts:||0|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||6:30 AM - 3:00 PM|
|Tue.||6:30 AM - 3:00 PM|
|Wed.||6:30 AM - 3:00 PM|
|Thu.||6:30 AM - 3:00 PM|
|Fri.||6:30 AM - 3:00 PM|
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