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John B
CFP®, Series 63
Savannah, GA
Wells Fargo Clearing
John Berger is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves on the finance committee at St. Francis Cabrini Catholic Church in Savannah, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
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