Michael Berger

Background

About Michael Berger

I started my career with EF Hutton & Co in 1981, the predecessor to Morgan Stanley and currently am a Senior Vice President, Family Wealth Advisor with Morgan Stanley, Wealth Management in Valencia, CA. The Heritage Oaks Group at Morgan Stanley offers a broad range of investment strategies and wealth management services to affluent individuals, families, business owners and foundations. As an essential resource to their clients, we provide extensive oversight to the complex financial affairs of managing wealth for multiple generations. A keen understanding of a client’s life priorities are at the forefront of every client interaction. I help my clients identify their long-term financial goals and values in order to determine an appropriate course of action to achieve their desired outcomes. Our comprehensive planning approach includes personalized advice on specific investment strategies while effectively working with clients to help manage both their assets and liabilities. My Team and I have maintained a long history of client loyalty and satisfaction and are committed to delivering the high level of service our clients demand. We also collaborate with clients' CPAs, Estate Planning Attorneys and other trusted advisors for a simplified experience to help clients more effectively achieve their long-term financial objectives. I was born in Santa Monica and grew up in Woodland Hills, CA. I attended the College of the Canyons and then transferring to California State University Northridge. Today, I reside in Santa Clarita, CA with my beautiful spouse Melina. I find great pleasure in giving back to the community. Over the last 40 years, I have sat on the board of many non-profits organizations. Santa Clarita Rotary Club, SCV Chamber of Commerce, College of the Canyons Foundation, Michael Hoefflin Children’s Cancer Foundation, Child & Family Mental Health Center and Barlow Respiratory Hospital. I was also appointed to three terms as a Planning Commissioner for the City of Santa Clarita and for the last 12 years served as a Board of Trustee for College of the Canyons. In 2006 I was named Santa Clarita Valley Man of the Year. For more information visit our website: https://advisor.morganstanley.com/the-heritage-oaks-group NMLS #1253124 CA Insurance License #: 0A63465