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David Berger, M.S. Finance profile image

David Berger, M.S. Finance

Managing Member & Founder at White Oak Wealth Management
Intro Book
Expert financial planner and advisor with 20+ years of experience delivering holistic financial solutions.
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Location
Columbia, Maryland, United States, US
Languages
  • Spanish -
Skills
  • Holistic Financial Planning
  • Personal Financial Planning
  • Asset Management
  • Investment Management
  • 401k Rollovers
  • Show all
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Bio

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David Berger, M.S. Finance, is a seasoned financial expert with over 20 years of experience in holistic financial planning, asset management, and investment management. He founded White Oak Wealth Management, a firm prioritizing client needs and interests. Berger holds a Master of Science in Finance from the University of Baltimore and is a Registered Investment Advisor (RIA).

Credentials

  • Series 65
    -

Experience

  • White Oak Wealth Management
    • Columbia, Maryland
    • Managing Member & Founder
      • Jun 2016 - Present
      • Columbia, Maryland

      With more than 20 years of experience advising clients, Dave understands that regardless of the size of the company or the investment portfolio, client’s want the same thing; an honest relationship with a professional who genuinely values their needs and concerns. To fulfill that mandate, David founded White Oak Wealth Management-a firm free of conflicts of interest and genuinely focused on one thing-the financial success of its clients. As a Registered Investment Advisor (RIA) we are proud to uphold the requirements of being a fiduciary adviser-always maintaining client interests ahead of our own in all services we provide.

  • Biegel Waller Investment Advisory Services
    • Columbia, Maryland
    • Managing Director
      • Sep 2011 - May 2016
      • Columbia, Maryland

  • Wilmington Trust Wealth Advisory
    • Baltimore, Maryland Area
    • Vice President
      • 2006 - Aug 2011
      • Baltimore, Maryland Area

  • Wachovia Bank
    • Vice President
      • 1993 - 2006

Education

  • 1994 - 1996
    University of Baltimore
    Master of Science, Finance
  • 1991 - 1993
    University of Baltimore
    Bachelor of Science, Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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