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.
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Licenses
Series 6, Series 7, Series 63, Series 65
Insurance licensed in 20 states
Berge’s Favorites
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.