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205. Expert Advice on Navigating Markets In Crazy Times and Choosing the Right Financial Advisor - With Jamie Berger of Berger Wealth Management
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In this episode of The Real Build, I sat down with Jamie Berger. Jamie Berger is a seasoned Financial Advisor with nearly two decades of experience, specializing in providing tailored financial solutions to clients. Originally from New York, Jamie relocated to Marco Island with her family in 1997, where she has since become an integral part of the Southwest Florida community.
Jamie earned her Bachelor of Science degree in Finance from Florida Gulf Coast University. Building on her academic foundation, Jamie pursued further studies and obtained her MBA with an emphasis in General Management from the same institution.
Passionate about giving back, Jamie is highly active in the local community. She has served as the past secretary of the Neapolitan Chapter of the American Business Women’s Association (ABWA) and was honored as Woman of the Year in 2014 for her outstanding contributions. Jamie's dedication to leadership development is evident through her completion of the 12-week Leadership Marco program in 2009 and the eight-week Growing Associates in Naples (GAIN) program in 2015.
Jamie and I talked about a few financial topics. Things like:
Financial literacy with the youth and how schools need to teach it.
Don't sell fear; buy it!
Where to invest your money.
Turn off the market noise. Always listen to an advisor.
What to look for when hiring a financial advisor.
Jamie Berger
Website:https://www.bergerwealthmanagement.com/
Linkedin: https://www.linkedin.com/in/jamie-berger-mba-a13a1710/
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