Will Berg

Financial Advisor Assistant @ Summitry arrow icon

About Will Berg

Will Berg is a Financial Advisor Assistant with experience as an Associate Wealth Advisor and an analyst for a venture capital firm.

Known information

Will Berg currently serves as a Financial Advisor Assistant. He has previously worked as an Associate Wealth Advisor for a Registered Investment Advisor (RIA) in San Jose, enhancing his expertise in financial planning and client relations. Additionally, Will has experience as an analyst for a venture capital firm in Milan, Italy, where he honed his skills in investment analysis and market research. Outside of his professional life, Will is an avid enthusiast of outdoor activities including surfing in Santa Cruz, snowboarding in Tahoe, and motorcycle riding along Highway 1 with his brother. He also enjoys playing basketball, dirt biking, and traveling with friends and family.

About Summitry

Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.

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