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

Lee Berger, CFP®

Director of Operations

How can I help you?
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.
What makes me knowledgeable?
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. In 2022 I was able to complete the process of obtaining my CFP® certification and have valued the educational experience that was gained while pursuing this designation.
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.
Personal quote:
Having the opportunity to make a positive impact in the financial wellbeing of our clients is something that is very special, by treating every client just as we would treat our own family members, we can really show how much that opportunity is recognized and valued.

Capital Planning has served clients for over 25 years.

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