Richard Berger, JD, CLU, ChFC

Senior Partner
Financial Representative

1305 Campus Parkway, Suite 100
Wall Township, NJ 07753

Phone: (732)751-3000 ext. 3030
Fax: (732)751-3099
E-mail: rberger@cfgnj.com

• National Association of Insurance and Financial Advisors (NAIFA) Member
• Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
• Million Dollar Round Table (MDRT) Life & Qualifying Member
• Masters Conference Qualifier: A New England Financial honor given to outstanding individuals who exemplify the highest standards of personal integrity, professionalism, customer service and sales achievement.

Offering over 35 years experience working in the advanced markets arena.  Rich focuses on solving the business and estate conservation needs of business owners, professionals, and the affluent by helping them develop strategies to maximize wealth accumulation while preserving their financial lifestyle and minimizing tax burdens.

An active community leader, Rich is past president of the Monmouth/Ocean Chapter of the Society of Financial Service Professionals, the Estate and Financial Planning Council of Central New Jersey as well as Temple Beth Miriam.  He is a member of the rental serves on the board of Monmouth Medical Center Health Care Foundation, having served as Treasurer for three years.  

Richard resides in Farmingdale with his wife Cyndi of over 30 years.  They have 2 children Judson and Meghan.  Rich enjoys golfing and skiing depending on the season.