I take pride in knowing I am making an impact in people’s lives and helping them achieve their goals.
Josh Berger strives to provide excellent service and value in all he does. With a background in aviation and commercial real estate finance, Josh blends hospitality and customer service with finance know-how to provide his clients with superior service.
Josh joins Henry+Horne Wealth Management as a Financial Advisor. His primary focus is to assist the Wealth Management Team by providing exemplary support to all. Clients can rest assured Josh is committed to helping them achieve their financial goals and making their experience with Henry+Horne Wealth Management seamless and pleasant.
Josh graduated with Honors from Arizona State University with a B.S. in Finance. He is Bloomberg Market Concepts Certified and QuickBooks Certified and is pursuing his SIE certification.
In his spare time, Josh is pursuing his private pilot’s license. He’s also an avid chess player.
- Securities License 65
- CERTIFIED FINANCIAL PLANNER™ Certificate