Broker Check
Aaron Berg, BFA, CEPA®

Aaron Berg, BFA, CEPA®

Partner, Director of Investments

As Partner, Director of Investments, Aaron Berg is essential to Key Client Relationships, identifying Subject Matter Experts for High Income Taxpayers™, and the Investment Philosophy of ASE Private Wealth™.  As a CEPA(R), Certified Exit Planning Advisor, Aaron works with directly with our Pre M&A Exit Planning Team as well as serving as a Lead Strategic Advisor for our Private Family Office(TM) clients helping them Simplify the Complexity of Their Success™.

With over 20 years of experience in the financial services industry, Aaron’s extensive knowledge includes strategic planning, exit planning, tax planning, cash flow strategies, retirement planning, estate planning, portfolio policy and analysis, and more. He brings a truly holistic value to our practice and our clients.

Prior to joining ASE Private Wealth™, Aaron worked for a number of leading firms including PNC Investments, Palmetto Premier Advisors, and a Private Wealth Advisor with BB&T Wealth. He also served as Branch Manager with Wells Fargo Bank in Greenville.