Client Advisory

Biography

Erick is a Partner in the San Diego office. He is committed to providing each client with comprehensive financial advice and wealth management strategies delivered with a high level of personal service and professional integrity. By focusing on the individual needs of each investor, Erick develops customized plans that help clients address near-term priorities while staying on track toward long-term goals. 

Erick has served as a financial advisor to both individual and institutional investors since 1987. Prior to founding von Berge Wealth Management, he worked at a nationally recognized investment firm where he earned Premier Advisor status, an achievement awarded to a select group of advisors based on business performance, educational commitment, and professional standards. 

Erick earned a degree in Mathematics from Mesa College. He and his wife of 28 years, Donna, reside in Coronado, California. Together with their family, they are active members of Sacred Heart Catholic Church. 

Education

  • A.A. in Mathematics from Mesa College

Highlights

  • Investment Adviser Representative (Series 65)

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