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Alan S. Berger, CLU®

Alan S. Berger, CLU®

Senior Partner, Investment Advisor

Alan S. Berger, entered the financial services industry in 1975. He graduated Phi Beta Kappa from Northwestern University in 1974. He served as Managing Partner with New England Financial from 1983 until 2008, Alan currently concentrates on the areas of retirement and business continuation planning for his clients.

Alan has assumed leadership roles in the financial industry as well as in the local community. Professionally he has served as president of multiple organizations such as the New Jersey State Association of Life Underwriters, Hollywood Golf Club and The New England Financial Managing Partners Association. In his private time Alan has served on the Board of Directors of both the Jersey Shore Medical Center and the Monmouth County Jewish Community Center. He continues to be busy both professionally and privately spending his time in New Jersey and Asheville, NC with his wife Karen, their dog Digby, and Moe the Cat.

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