Gregory W. Berg, CRPC®, CPFA®, CPWA®, CKA®

Gregory W. Berg, CRPC®, CPFA®, CPWA®, CKA®

Vice President, Financial Advisor

Gregory W. Berg has been in the financial services industry since 1998 and brings his expertise to his role as Vice President, Financial Advisor at Winegar Berg Wealth Management. He desires to know the goals, dreams, and aspirations of his clients so a course of action can be planned to meet the client’s goals. As a Chartered Retirement Planning Counselor (CRPC®), designee, he has a passion for planning to meet the cash flow needs of today’s retiree. It goes beyond accumulating wealth; his goal is to create an income stream to meet the needs of his clients upon retirement.

Greg holds his insurance and Series 7, 31, 63, and 64 licenses with LPL Financial. He also holds the Certified Plan Fiduciary Advisory (CPFA®), Certified Private Wealth Advisor (CPWA®), and Certified Kingdom Advisor (CKA®) designations.

Greg graduated Cum Laude from Oral Roberts University with his BA. He is very active in his church with the men’s ministry and Sunday school department. He also enjoys traveling domestically and internationally on behalf of his church and university. He and his wife, Romelia, enjoy traveling and spending time with their granddaughter.