Jay Berger, CFP®


Partner and CERTIFIED FINANCIAL PLANNER™ Practitioner. With over 20 years experience in all aspects of wealth management, you may have read Jay quoted in the Wall Street Journal, Barron’s, Bloomberg, Mainstream.com, The Detroit Free Press or Money magazine. His background includes almost 10 years at IBM, founding a financial planning firm, and later partnering with a CPA to pioneer one of the first wealth management firms in Northern Michigan.


  • CFP® College for Financial Planning in Denver, Colorado (1995)
  • Executive Education – IBM (multiple dates)
  • Bachelor of Science – Agricultural Engineering, Michigan State University (1984)

Professional & Civic Associations

  • CERTIFIED FINANCIAL PLANNER™ Practitioner (www.cfp.net) (1999 – present)
  • Financial Planning Association (www.plannersearch.org) (1998 – 2019)
  • Rotary Club of Traverse Bay Sunrise (2003 – present)
  • Kids Hope Mentor (2018 – present)
  • Former Member – National Association of Professional Financial Advisors (www.napfa.org) (2003 – 2014)
  • Economic Club of Traverse City
  • Former Big Brother (2014 – 2017)
  • Former Board Member and Chairman – Rotary Club of Traverse Bay Sunrise Foundation
  • Former Member – Grand Traverse Hockey Association
  • Former Continuing Education Instructor – Retirement Planning classes for Central Michigan University in Saginaw, Northwood University in Midland, Northwestern Michigan College in Traverse City and Mott Community College in Flint