Daniel Berge Email & Phone Number

My mission is to provide clients with a clear financial road map and professional portfolio management. For over two decades I have worked with professionals, business owners, endowments, retirees and those planning for retirement to reach their long-term goals. I believe that an approach which integrates investment planning and portfolio management is most effective, and that a personal relationship built on trust and communication is key. Areas of focus include retirement planning, managing investment risk, and generating sustainable income streams for retirees and endowments. As a Portfolio Manager, I design and manage portfolios on behalf of the client, and execute a strategy specifically tailored to the client's needs. My credentials include an MBA from the University of Washington Foster School of Business. I hold the Certified Financial Planner and Accredited Domestic Partner Advisor designations. My wife and I have four children and live in Woodinville, Washington. Please contact me by e-mail at daniel.berge@opco.com or call me at 425-709-0400.I am licensed in the following States: AK, AZ, CA, CO, DC, ID, IL, KY, MN, MT, NC, ND, OR, SD, VA and WA. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for information purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Listed skills include Investments, Retirement Planning, Investment Planning, Income Investing, and 8 others.