Warren Berger, CLU, ChFC
Investment Advisor Representative
Warren is a Chartered Life Underwriter and Chartered Financial Consultant with over 30 years of industry experience.
Warren, who resides in Scarborough with his wife Jane, is the immediate Past President of the National Association of Insurance and Financial Associates for Southern Maine. He also holds a Certified Financial Educator designation through the Heartland Institute of Financial Education; a non-profit organization whose mission is to promote financial literacy across America. He received his BS in Education from the University of New Orleans in 1975, after military service with the U.S. Army.
Beginning his career in the financial services industry in the late 1970s, Warren has held positions of increasing responsibility in the insurance and financial planning sectors of the industry. He holds Series 6, 7 and 24 registrations.
He is a Life Honor Roll Member of the Million Dollar Round Table. He received the “Member of the Year” award in 2000 from the New Orleans Association of Insurance and Financial Planning Associatesan organization that he had served as President. He was also past President of the New Orleans Chapter of CLU/ChFC Society, as well as the University of New Orleans Alumni Association.