David Berger, M.S. Finance

Experience

• 

  Wells Fargo

  Jan 1993 - Jan 2006

  Vice President
• 

  Wilmington Trust

  Jan 2006 - Aug 2011

  Vice President
• 

  Biegel Waller Investment Advisory Services

  Sept 2011 - May 2016

  Managing Director
• 

  White Oak Wealth Management

  Jun 2016 - now

  Managing Member & Founder

  With more than 20 years of experience advising clients, Dave understands that regardless of the size of the company or the investment portfolio, client’s want the same thing; an honest relationship with a professional who genuinely values their needs and concerns. To fulfill that mandate, David founded White Oak Wealth Management-a firm free of conflicts of interest and genuinely focused on one thing-the financial success of its clients. As a Registered Investment Advisor (RIA) we are proud to uphold the requirements of being a fiduciary adviser-always maintaining client interests ahead of our own in all services we provide. Show less