Patrick Berger, Financial Advisor located in Austin, TX

Financial Advisor
Patrick Berger

CEPA®, AAMS®, CRPC™
4100 Duval Rd Bldg 1 Ste 101, Austin, TX 78759opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Volunteering
  • Wine Collecting/Enthusiast

Team Members

  • Samantha Evans
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 03:30PM
Tue 08:00AM - 03:30PM
Wed 08:00AM - 03:30PM
Thu 08:00AM - 03:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(512) 339-9300

Fax

(866) 462-6852

Office Address

4100 Duval Rd Bldg 1 Ste 101
Austin, TX 78759opens in a new window

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