Location: New York, NY
Berge Avedisian has been a tax professional for more than 40 years. He specializes in trust and estate accounting, planning and administration. As President of Berge & Associates, Inc., he worked with individuals, small businesses and tax-exempt organizations in planning and preparation of tax returns. He added wealth management to his practice in 1994 focusing on multi-generational financial planning. He was a founding partner of Trusted Global Advisors, LLC, and he later served as a wealth management advisor at Nisivoccia Wealth Advisors, LLC.
Berge specializes in multi-generational wealth management, estate and retirement planning. His passion is to create and implement a clear and successful financial roadmap for his clients.
He earned a bachelor's degree in accounting from Queens College - City University of New York.
Berge served as President and Director of the Sorel Organization, a private foundation which helps in furthering the careers of talented individuals in field of classical and modern music. Outside of work, he enjoys traveling.
Series 6, Series 7, Series 63, Series 65
Insurance licensed in 20 states
Quote: “You don’t have to hold a position in order to be a leader.” – Henry Ford
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.