Gary Berg and Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Gary Berg and Associates
Team photo for Gary Berg and Associates

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Team

Peter Coen

Peter Coen

Client Service Specialist

Qualifications

  • Bachelor of Arts: UCD, Dublin, Ireland

  • Certificate in Project Management, UC Berkeley, CA

  • Financial services industry experience since 1998

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Timothy Rizzuti

Timothy Rizzuti

Paraplanner

Qualifications

  • Bachelor of Arts, Economics – UC Berkeley

  • FINRA Series 6, 7, 66

  • CA Insurance License #4355269

  • Financial services industry experience since 2019

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Cynthia Grantham

Cynthia Grantham

Receptionist