Jay Berger, CFP®
Independent Wealth Management
Financial Advisor Located in Traverse City, MI and Serving the Entire Area
2319291086
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Education Planning
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Offices
Independent Wealth Management
236 1/2 E. Front Street
Suite 18
Traverse City MI 49684
Jay Berger is a Traverse City, MI Fee-Only Financial Planner located in Traverse City and serving the entire area. Independent Wealth Management specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Biography
With extensive experience in all aspects of wealth management, you may have read Jay quoted in the Wall Street Journal, Barron’s, Bloomberg, Mainstreet.com, The Detroit Free Press or Money magazine. Jay was also recognized by Traverse Magazine in their Red Hot Best of 2011 issue. His background includes ten years at IBM, founding a financial planning firm, and later partnering with a CPA to pioneer one of the first comprehensive wealth management firms in Northern Michigan.

Education
  • CFP®  College for Financial Planning in Denver, Colorado (1995)
  • Bachelor of Science – Agricultural Engineering, Michigan State University (1984)
  • Executive Education - IBM (multiple dates)
Professional & Civic Associations
  • CERTIFIED FINANCIAL PLANNER™ Practitioner (www.cfp.net) (1999)
  • National Association of Personal Financial Advisors (www.napfa.org) (2003)
  • Financial Planning Association (www.fpanet.org) (1998)
  • Rotary Club of Traverse Bay Sunrise
  • Rotary Club of Traverse Bay Sunrise Foundation
  • Economic Club of Traverse City
  • Grand Traverse Hockey Association
  • 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

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