Brad Berger / Cornerstone Financial Strategies
Brad is a CERTIFIED FINANCIAL PLANNER™ Professional and brings a quarter of a century of comprehensive financial planning experience to Cornerstone Financial Strategies. Previously, Brad served with an international financial-planning firm, starting in private practice and culminating a 17-year career as the Director of Advisor Operations. Recognizing he wasn’t living the advice he routinely gave to both clients and advisors to maintain a balanced and high quality of life, he decided to return to private practice in 2008 in order to spend more time with his family and in his community.
Brad enjoys helping people make smart choices about their money for the reasons that are important to them. This not only identifies long-range goals, but also assist them in exploring the values upon which they are based. His clients appreciate the clarity and simplicity that comes from working with a trusted advisor who serves as the head coach of their team of professionals, orchestrating the individual expertise of each subject matter specialist for their benefit. They also appreciate the coaching and accountability culture Brad brings to the implementation of the recommendations of the entire team.
Brad’s newest book, Stop Trying to Keep Up with the joneses: They‘re Broke Anyway was recognized as an Amazon #1 Best seller in the Finance Category.
A lifelong learner, Brad holds two additional professional designations from the American College- the Chartered Leadership Fellow and the Chartered Advisor in Philanthropy, as well as, special expertise in the area of retirement planning and distribution as an Ed
Slott Master Elite IRA Advisor. His education and training in the areas of personal and business finance, coupled with an extensive leadership background, makes him an ideal candidate for what he believes is essential in today’s financial climate: having the ability to coordinate and orchestrate the necessary members of the client’s Deliverables Team.
Active in the community, Brad is a member of the Tacoma Estate Planning Council and serves on the KBTC Association Board, MultiCare’s Professional Legacy Advisory Council, and formerly on the Professional Advisor Board of the Greater Tacoma Community Foundation.
He is an instrument-rated commercial pilot (land and float) and uses his skills as a pilot for fun and as a Captain in the Civil Air Patrol.
Brad is a graduate of the United States Military Academy, West Point and served as an infantry officer in Berlin, Germany, during the fall of the wall. His historical claim to fame is as the Scout Platoon Leader of the Platoon that performed the last armed wall patrol of the Berlin Wall.
Brad lives in Bellevue with his wife, their two sons, their yellow lab, Zeus, and the older twin girls when they are home to visit. The entire family enjoys winter skiing at White Pass (where Brad is the Avalanche Advisor to the Volunteer Alpine Ski Patrol), and summers on Lake Entiat, Lake Chelan and Lake Washington where they waterski, wakeboard, wake surf, and hydrofoil.
Dan Weedin / Toro Consulting
(Co-Host)
J.B. Wilson / Cornerstone Financial Strategies
(Co-Host)
Brad Berger / Cornerstone Financial Strategies
(Guest)
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