Bradley A. Berger, CFP®, CLF®



Chief Executive Officer & OWNER

Brad_Berger_PicBrad is a CERTIFIED FINANCIAL PLANNER™ Professional and brings a quarter of a century of comprehensive financial planning experience to Cornerstone Financial Strategies. Previously, Brad served with an international financial-planning firm, starting in private practice and culminating a 17-year career as the Director of Advisor Operations. Recognizing he wasn’t living the advice he routinely gave to both clients and advisors to maintain a balanced and high quality of life, he decided to return to private practice in 2008 in order to spend more time with his family and in his community.

Brad enjoys helping people make smart choices about their money for the reasons that are important to them. This not only identifies long-range goals, but also assist them in exploring the values upon which they are based. His clients appreciate the clarity and simplicity that comes from working with a trusted advisor who serves as the head coach of their team of professionals, orchestrating the individual expertise of each subject-matter specialist for their benefit. They also appreciate the coaching and accountability culture Brad brings to the implementation of the recommendations of the entire team. He wrote the foreword to an updated version of Values Based Financial Planning – The Art of Creating an Inspiring Financial Strategy by Bill Bachrach. Also, Brad has authored the new book, Stop Trying to Keep Up with the Joneses: They’re Broke Anyway.

Brad is a Chartered Leadership Fellow from the American College. His education and training in the areas of personal and business finance, coupled with an extensive leadership background, makes him an ideal candidate for what he believes is essential in today’s financial climate: having the ability to coordinate and orchestrate the necessary members of the client’s Deliverables Team.

While developing, implementing and coordinating the overall financial plan is Brad’s specialty, he also has special expertise in the area of retirement planning and distribution as an Ed Slott Master Elite IRA Advisor. Ed Slott Master Elite program is not affiliated with Cornerstone Financial Strategies, LLC, or LPL Financial.

Brad is also an active member of the Tacoma Estate Planning Council and serves on the KBTC Association Board, MultiCare’s Professional Legacy Advisory Council, and formerly on the Professional Advisor Board of the Greater Tacoma Community Foundation.  He is an instrument-rated private pilot (land and float) and uses his skills as both a pilot for the Civil Air Patrol and Command Pilot for Angel Flight West

Brad is a graduate of the United States Military Academy, West Point and served as an infantry officer in Berlin, Germany, during the fall of the wall. It is there that he met and married Theresa Buckley (a Department of Defense Dependent School Teacher originally from Wisconsin) in 1990. Theresa lost her Battle to cancer in 2010. They had twin daughters together: Molly and Sarah. Brad and Theresa moved to University Place in 1998. Theresa was a beloved Reading Specialist for the University Place School District. The girls graduated from Curtis and were athletes on the Curtis Viking Swim Team, the Curtis Viking three time AAAA State Champion Water H.S. Polo Team (2007, 2008, 2009), and the Puget Sound Polo Junior Olympic Team.

Molly and Sarah are graduates of the University of Portland. Molly graduated in 2014 with a Bachelor of Science in nursing, and Sarah graduated in 2015 with a double major in business marketing and operations technology management.

Life has new beginnings as Brad is now happily married to Bethany Frymier Berger – an Enterprise Project Manager. They live in Bellevue with their two sons, Braxton and Bennett, their yellow lab, Zeus, and the girls when they are home to visit. Braxton and Bennett attend Puesta del Sol – Bellevue Public School District’s Spanish Immersion Program. The entire family enjoys winter skiing at White Pass (where Brad is the Avalanche Advisor to the Volunteer Alpine Ski Patrol), and summers on Lake Entiat, Lake Chelan and Lake Washington where they wakeboard, wake surf, and hydrofoil. Brad also enjoys scuba diving – ask him about the Manta Rays of Hawaii!

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