VON BERGE WEALTH MANAGEMENT GROUP - Key Persons
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Alex is a CERTIFIED FINANCIAL PLANNER™ at von Berge Wealth Management Group, providing clients with services including investment management and comprehensive financial planning.
Originally from Roland, IA, Alex moved to San Diego in 2018 after graduating from Creighton University magna cum laude with degrees in both financial planning and marketing.
In his free time, Alex enjoys spending time with his friends and family and keeping an active lifestyle. Alex is a lifelong Minnesota Twins fan, and has developed a passion for the Padres since moving to the area.
Job Titles:
- Advisor
- Founder - Managing Director
Erick's mission has always been to provide every client with targeted, comprehensive financial advice and wealth management planning delivered with the highest level of personal service and professional integrity. By focusing on each investor's specific needs, he develops customized strategies that help clients balance their objectives to reach their short-term needs, without losing sight of their long-term goals.
Erick has worked as a Financial Advisor to both individual and institutional investors since 1987. Prior to starting von Berge Wealth Management, Erick worked at Wells Fargo Advisors. While at Wells Fargo Advisors, Erick was recognized as a Premier Advisor for seven consecutive years. This is a distinction held by a select group of Financial Advisors within Wells Fargo Advisors, as measured by business production, completion of educational components and professionalism.
Erick possesses a degree in Mathematics from Mesa College. He lives in Coronado, CA with Donna, his wife of 20 years. He and his family are active members of Sacred Heart Catholic Church.