Robert (Bob) Berg, CFP®

Bob is a financial planner who joined Carter Financial Management in 1988 after a successful career in executive financial management. The Berg Team includes his son and partner, Joel C. Berg, CFP®. Their practice specializes in serving the needs of corporate executives, business owners and individuals planning for or involved with retirement.Bob spearheads the Carter Corporate Advantage (CCA) program, a service designed to help leading businesses provide a financial planning perk to their key executives. This strategy helps improve workplace benefits packages and enhances businesses’ abilities to attract and retain talented leaders. The perk, provided to employees through CCA, includes guidance on stock-related compensation, personalized wealth preservation and risk management, estate planning and tax planning.Bob holds the advanced credential "Investment Management Consultant", demonstrating his knowledge of planning solutions for high-net-worth individuals. He is a sought-out leader for continuing education workshops on topics including Asset Allocation and Portfolio Management, The Basics of Financial Planning and Small Business Planning. Active in many civic and professional organizations, Bob and his wife, Nancy, live in Plano. He enjoys travel, golf, tennis, cheering for the Green Bay Packers and spending time with his six grandchildren.* Additional information on award criteria may be found in the Awards & Honors section below.For a full bio, visit cascfm.com/our-team/bob-berg/.For important disclosure information, please see "Social Media Disclosure" link in the Contact section.