Concerto Financial Partners

Putting Your Plan In Motion

Financial Planning & Guidance

My goals are simple: to know my clients well, to treat them with respect and to measure my success by their success.

My Investment Process

I use a rigorous selection process to determine which investment vehicles would be most suitable to your needs.

Are We A Good Fit?

All of my clients appreciate having a responsive advisor who returns communications promptly and efficiently.

Welcome to Concerto Financial Partners

Customized financial planning to fit your individual needs and financial goals.

One of the keys to long-term success in the markets is to separate our emotions from our investment strategy.  An effective means to that end is through a repeatable process that is customized to the individual client.

I value relationships

Over 17 years experience

Sophisticated tools

Constant portfolio monitoring

Prompt reponse

Customized plans

Ready to talk?

Rebekah-homepage-2

Rebekah Von Berg

Request an Appointment

In just a few minutes we can get to know your financial situation, goals, and needs. Ready to chat? Just fill out the form and we’ll get back to you as soon as possible.