William Berg, CFP®
Get to Know Bill:
Why do you do what you do?
What I enjoy the most is being able to take my skillset and apply it to help people live the best version of their life. As a financial planner, I'm able to live out that mission statement on a daily basis.
What would you be doing if you weren't working at Personal Wealth Strategies?
If I wasn't working at Personal Wealth Strategies, I would still be doing something to help people reach their goals, but in a different way. Instead of helping people with their financial goals, I would help them reach their health and fitness goals.
What do you enjoy doing outside of work?
I enjoy exercising, attending Yankees & Jets games, and going out for a good meal with family and good friends any chance I get.
Bill started working as a financial advisor after graduating with a degree in Finance from Rowan University in 2016. Since then, he has served in various roles at three different wealth management firms, giving him experience in all aspects of the financial planning and investment processes. Bill also earned his CFP® designation in 2019 in order to become a more valuable asset to his clients. His practice focuses on financial planning and asset management.
Bill currently resides in Toms River, NJ with his fiancé Shelly and their golden retriever, Sadie, where they enjoy spending time on the beaches and trying to find the best local coffee shops around. He spends a few hours per week coaching CrossFit classes at Apache CrossFit and enjoys being able to not only help people become financially fit, but physically fit as well.