Kristy Berger, as the owner and president of Planned Professional Management, Inc., brings over two decades of experience in the financial advisory sector, specializing in personalized financial planning. Her commitment to fostering long-term client relationships is evident in her approach, which emphasizes understanding each client's...
Kristy Berger, as the owner and president of Planned Professional Management, Inc., brings over two decades of experience in the financial advisory sector, specializing in personalized financial planning. Her commitment to fostering long-term client relationships is evident in her approach, which emphasizes understanding each client's unique financial goals and aspirations. Kristy excels in crafting tailored financial strategies that encompass a wide range of services, including retirement planning, 529 plans, IRAs, mutual funds, and variable annuities.
Under her leadership, Planned Professional Management, Inc. has undertaken key projects aimed at enhancing client education and engagement, such as workshops on retirement readiness and investment strategies. Kristy is particularly passionate about empowering clients to make informed decisions regarding life insurance and long-term care insurance, ensuring they are well-prepared for the future. Her expertise in asset management allows her to navigate the complexities of the financial landscape, providing clients with the tools they need to achieve financial independence and security.
Kristy’s dedication to continuous professional development ensures that she stays abreast of industry trends and regulatory changes, which is crucial in delivering effective financial advisory services. By leveraging her extensive knowledge and experience, Kristy Berger not only helps clients build wealth but also instills confidence in their financial journeys, making her a trusted partner in their pursuit of financial success.
