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
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...
Megan McMillan (CRD# 5221630) is an Investment Advisor Representative working at Independent Financial Group, LLC in Tyrone, GA and has over 9 years of experience in the finance industry.
Steven Hale (CRD# 2670195) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tyrone, GA and has over 17 years of experience in the finance industry. Steven Hale has taken additional exams to become a Certified Financial Planner (CFP®). 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 put clients' interests first and comply with the Financial Planning Practice Standards.
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...