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Follow on Google News | Michael K. Berry Strengthens the Fee-Only Financial Planning Team at Net Worth Advisory GroupMr. Berry has a diverse resume with work experience in the financial services industry working as a registered representative and a commercial real estate analyst. Additionally, he has worked in manufacturing as an operations manager.
Mr. Berry brings with him a diverse set of skills and work history. Most recently Mr. Berry was an operations manager for The Church of Jesus Christ of Latter Day Saints at their dairy facility located on Welfare Square in Salt Lake City. Prior to this he worked in the financial services industry first as a Registered Representative for UBS Financial Services and then as a commercial real estate analyst for NAI West and Prosperity Solutions. From this breadth of experience Mr. Berry has learned to understand people and communicate effectively helping them solve complex problems. “I love people and I love financial markets so helping clients create financial planning and retirement income solutions is a natural for me” Mr. Berry stated. Mr. Berry graduated from Brigham Young University with a Bachelor's of Science degree before completing a Masters of Business Administration degree from Idaho State University. He has recently passed the Series 65 Exam enabling him to act as a financial advisor. Upon joining Net Worth Advisory Group Mr. Berry plans to enroll in a Certified Financial Planning Course that will enable him to sit for the CFP Exam upon completion. As a fee-only financial advisor, Mr. Berry works to help clients achieve their financial and retirement goals. He chose to work with a fee-only firm because he is a firm believer that clients need objective financial advice that is not tainted by a hidden agenda to sell products. Mr. Berry develops comprehensive financial plans to help clients set the right financial goals. He then meets with them twice a year to help them work towards those goals, monitor progress, and reevaluate their position. He seeks to build long term relationships with clients as he helps them cultivate and preserve wealth while having peace of mind along the way. His services include: retirement planning, investment management, company retirement plans, insurance evaluation, and estate, tax, and education planning. To learn more about Net Worth Advisory Group visit http://networthadvice.com. Contact Info Net Worth Advisory Group can be phoned at (801) 566-6639 or visited online at http://networthadvice.com. For further information contact Lon Jefferies at lon@networthadvice.com. End
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