Brad Berger

Managing Partner & Owner, Cornerstone Financial Strategies

Bradley A. Berger, CFP®, CLF® is the managing partner and owner of Cornerstone Financial Strategies. With nearly 25 years of experience in his field, he serves as head coach on a team of financial professionals that helps families and businesses make smarter choices about their money. Brad is a Chartered Leadership Fellow from the American College, an Ed Slott Master Elite IRA Advisor, a graduate of the United States Military Academy – West Point, and a veteran. He served our country as an Infantry Officer while stationed in Berlin during the fall of the Berlin Wall. Brad and his wife, Beth, live in Bellevue, WA, with their children, Braxton & Bennett. He also has two grown daughters, Molly and Sarah.

Stop Trying To Keep Up With The Joneses

Publication Date: May 2015

Financial Planning is More Than Investment Selection…
Life is about determining what you really want and figuring out how to make it happen. We each need to strike a balance―all it takes is understanding what is truly important to you. Stop Trying to Keep Up with the Joneses… They’re Broke Anyway is author Brad Berger’s personal approach to financial planning. Berger takes a more personalized approach to investment options, performance and risk avoidance, helping you identify your family’s dreams and start making them happen. Inside, you will learn to:
  • Align your financial choices with your most important goals and values
  • Put your entire financial house in order, and keep it that way
  • Create confidence in your plans and your future in any financial market
  • Focus on the things in your life that are more important than money

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