Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Berger Wealth Management, LLC, is a fee-only financial planning firm located in Peachtree City, GA. The firm serves Atlanta and the surrounding counties.
Carol Berger, CFP®, is the sole owner and has been in the financial planning industry for 10 years. Carol offers a Wealth Management service as well as an Investment Management service. She works with individuals and couples - both traditional and non-traditional. Carol also provides investment management for trusts and non-profit organizations.
If you are looking for a large firm with fancy offices, then Berger Wealth Management isn't...
Matthew Fassnacht (CRD# 5935670) is an Investment Advisor Representative working at Meridian Investment Partners in Atlanta, GA and has over 15 years of experience in the finance industry.
Curtis is passionate about the ability of independent, unbiased financial planning to improve lives. So to maximize his ability to help clients reach their goals, Curtis has earned both an MBA and CFP designation. Certified Financial Planner (CFP®) professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Curtis has 13 years of...
Brian Scott Sadler (CRD# 5146402) is the President and Chief Investment Officer of Boardwalk Capital Management, Inc., a Certified BCorporation based in Atlanta, GA. Sadler has nearly 30 years of experience in the investment management industry, including seven years as the lead manager of the Wachovia Emerging Markets Fund. Today, Boardwalk Capital Management is focused on providing competitive and impactful investment management services to high net worth investors across the nation.
Mr. Sava has advanced experience and educational credentials as a Financial Advisor, including a certification as a Fiduciary Auditor. He serves today as a Private Wealth Manager for FirsTrust clientele in Atlanta, GA.
Samuel Sweitzer (CRD# 4747164) is an Investment Advisor Representative working at Anson Analytics, Inc. in Tyrone, GA and has over 12 years of experience in the finance industry.
Sam Sweitzer founded Anson Capital (now Anson Analytics) in 2002 and is a Chartered Financial Analyst (CFA). Sam has served as an analyst for the private equity group GCI in Chicago and has researched numerous investments in a variety of industries. He has also served as a Portfolio Manager for Derbend Asset Management, co-managing over $100 million in assets.
Before entering investment management Sam was a Commissioned...