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Phone:  610-871-3500
Email:  lberger@capital-planning.com 

Lee Berger

Operations Associate

My role at Capital Planning:
I am excited to have the opportunity to provide our clients with an exceptional service experience from the operations side of the team. Whether I am placing trades, assisting with transfers, or helping to answer questions that may arise, it is my goal to be able to provide each client with an experience that leaves them feeling valued.
My background and experience:
My interest in the world of finance grew as I worked to obtain a B.S. in Finance at Temple University’s Fox School of Business. After graduating I spent time working at a bank based financial firm for more than 8 years as an Investment Sales Associate. I currently hold my Series 6, 7 and 63 registrations with LPL Financial and Series 65 registrations with Private Advisors Group, as well as Pennsylvania Life, Health and Annuities Insurance licenses, as an Operations Associate.
Getting to know me:
In my spare time I enjoy spending time with friends and family and reside in Quakertown with my wife Becky. I feel very fortunate to be able to serve in several capacities at my church, including playing drums for our worship team. I am a steadfast fan of all Philadelphia sports teams, and enjoy watching and attending games when possible. I also enjoy going on road bike and motorcycle rides.

Capital Planning has served clients for over 25 years.

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