David Berger, as the Managing Member and Founder of White Oak Wealth Management, brings over 25 years of extensive experience in financial advisory services, emphasizing a client-centric approach that prioritizes transparency and trust. Since founding White Oak in 2016, David has been dedicated to empowering...
David Berger, as the Managing Member and Founder of White Oak Wealth Management, brings over 25 years of extensive experience in financial advisory services, emphasizing a client-centric approach that prioritizes transparency and trust. Since founding White Oak in 2016, David has been dedicated to empowering clients to take an active role in their financial planning, ensuring they feel informed and in control of their financial futures. His expertise spans a wide array of areas, including investment management, estate planning, and private equity, allowing him to offer tailored solutions that meet the unique needs of each client.
At White Oak, David leads key initiatives focused on business owner planning and wealth management services, recognizing that entrepreneurs often face distinct challenges when it comes to financial strategy. His commitment to fiduciary duty ensures that clients receive unbiased advice that aligns with their best interests, fostering long-term relationships built on integrity and mutual respect. David's hands-on approach to managing employee stock options and investments further exemplifies his dedication to providing comprehensive financial guidance.
Through his leadership, White Oak has successfully navigated complex financial landscapes, helping clients achieve their goals while adapting to market changes. David's passion for finance is matched only by his desire to see clients thrive, making him a trusted partner in their financial journeys. As he continues to innovate and expand the services offered at White Oak, David remains focused on delivering exceptional value and insights that empower clients to secure their financial legacies.
