Finance has always been an interest of mine. After graduation from Slippery Rock University, I spent 8 years in the US Army as a Field Artillery Officer. Having taken several advanced courses and helping a number of soldiers with their finances, I was called to financial services. I joined Shearson Lehman Brothers right out of the military.WHY WORK WITH USWith more than 25 years experience, I've helped clients navigate a number of market cycles. I learned quickly that the greatest value I bring to others is protecting them against inevitable market downturns. At SevenBridge Financial we are prudent. We think outside the box to find the right approach for each client. Our strategies have repeatedly protected against the downside and moved clients closer to their goals. The most important part of my job is getting to know the families I work with and gaining their trust by never doing anything that would jeopardize the relationship. With all the uncertainty we experience, my primary goal is to give my clients the confidence that they do not have to worry about their finances.OUR AREAS OF FOCUS* Financial Planning* Income Planning* Estate Planning Strategies & Insurance* Investment Planning* Debt Management* Charitable Giving PlanningWhen I am not in the office, I enjoy time with my wife Teresa. We like to travel and to spend time with our two grown children, Charlie and Caitlin. I love the outdoors, fishing, hunting and skiing during our travels.I give back where I can, as past President and member of the Rotary Club, Trustee of Zembo Shrine, past Board Member West Shore Chamber of Commerce and Easter Seals of Central PA. One role that I am particularly proud of is volunteering with Project Healing ,where we share the sport of fly fishing with disabled veterans.Feel free to contact me at ceberly@7bfg.com
Listed skills include Leadership, Wealth Management, Strategic Planning, Financial Analysis, and 26 others.
