David Berger, M.S. Finance

David Berger, M.S. Finance Email and Phone Number

Managing Member and Founder @ White Oak Wealth Management
Columbia, MD, US
David Berger, M.S. Finance's Location
Columbia, Maryland, United States, United States
David Berger, M.S. Finance's Contact Details

David Berger, M.S. Finance personal email

n/a

David Berger, M.S. Finance phone numbers

About David Berger, M.S. Finance

White Oak was founded in 2016 to empower clients to be engaged with their financial plan and in control of their financial future. White Oak is designed so that everything we do is focused on providing transparent, customized financial advice in accordance with our fiduciary duty. My interest in finance and investing began in high school and led me to a Bachelor of Science and a Master of Science in Finance from the University of Baltimore. I am an Advisory Board member for the Historic Ships in Baltimore and chair the finance and investment committee.

David Berger, M.S. Finance's Current Company Details
White Oak Wealth Management

White Oak Wealth Management

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Managing Member and Founder
Columbia, MD, US
Website:
whiteoakwealthmanagement.com
Employees:
4
David Berger, M.S. Finance Work Experience Details
  • White Oak Wealth Management
    Managing Member And Founder
    White Oak Wealth Management
    Columbia, Md, Us
    View
  • White Oak Wealth Management
    Managing Member & Founder
    White Oak Wealth Management Jun 2016 - Present
    Columbia, Maryland
    With more than 25 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.
    View
  • Biegel Waller Investment Advisory Services
    Managing Director
    Biegel Waller Investment Advisory Services Sep 2011 - May 2016
    Columbia, Maryland
  • Wilmington Trust Wealth Advisory
    Vice President
    Wilmington Trust Wealth Advisory 2006 - Aug 2011
    Baltimore, Maryland Area
    View
  • Wachovia Bank
    Vice President
    Wachovia Bank 1993 - 2006
    View

David Berger, M.S. Finance Skills

Holistic Financial Planning Personal Financial Planning Asset Management Investment Management 401k Rollovers Business Owner Planning Employee Stock Options Estate Planning Financial Advisory Leadership Finance High Net Worth Individuals Wealth Management Private Equity Investments Construction Finance Financial Planning Financial Services Investment Advisory Portfolio Management Wealth Management Services

David Berger, M.S. Finance Education Details

Frequently Asked Questions about David Berger, M.S. Finance

What company does David Berger, M.S. Finance work for?

David Berger, M.S. Finance works for White Oak Wealth Management

What is David Berger, M.S. Finance's role at the current company?

David Berger, M.S. Finance's current role is Managing Member and Founder.

What is David Berger, M.S. Finance's email address?

David Berger, M.S. Finance's email address is db****@****ler.com

What is David Berger, M.S. Finance's direct phone number?

David Berger, M.S. Finance's direct phone number is +141099*****

What schools did David Berger, M.S. Finance attend?

David Berger, M.S. Finance attended University Of Baltimore, University Of Baltimore.

What are some of David Berger, M.S. Finance's interests?

David Berger, M.S. Finance has interest in Education, Coaching Youth Sports, Reading And Working With Children, Golf, Travel.

What skills is David Berger, M.S. Finance known for?

David Berger, M.S. Finance has skills like Holistic Financial Planning, Personal Financial Planning, Asset Management, Investment Management, 401k Rollovers, Business Owner Planning, Employee Stock Options, Estate Planning, Financial Advisory, Leadership, Finance, High Net Worth Individuals.

Who are David Berger, M.S. Finance's colleagues?

David Berger, M.S. Finance's colleagues are Cindy Hart, Steve Schwartz.

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