Bret T. Berg
Bret is a Financial Advisor with Foundations Financial Partners, LLC providing insurance, investment solutions and comprehensive financial planning services to individuals, families and small businesses. He holds FINRA Series 7 and 66 registrations and is a licensed life, accident, and health insurance professional.
Bret received his Bachelor of Arts in Political Science and Economics from Bucknell University in 2017. He was named to the All-Academic Patriot League Team (2014-2016) for excelling not only on a Division I Football team but also in a top academic classroom. Prior to joining Foundations Financial Partners’ advisor team, Bret worked in federal sales and consulting in the Washington, D.C. area. With his academic excellence, leadership background, and experience in consulting, he brings additional competency, passion, and commitment to our firm.
“I have always desired a profession that allows me to make an impact on others’ lives. Being a Financial Advisor at Foundations Financial gives me that opportunity to positively influence the people I serve.”
Bret currently resides in Doylestown with his wife, Sarah, and enjoys golfing, playing basketball, and spending time with his friends and his family.
“When it is obvious that the goals cannot be reached, don’t adjust the goals, adjust the action steps.” - Confucius
Bret is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Foundations Financial Partners is independently owned and operated.