Ezra Berger

Ezra Berger, CFP® has worked in the financial services industry since 2011. From 2011 to 2014, they worked as a Fundraising Analyst and Campaign Assistant at the Strategic Philanthropy Unit of UC Santa Cruz. In 2014, Ezra joined the Program Management Office of UCSF as a Management Consultant and Senior Management Consultant. In 2018, they became a Financial Planning Student at UC Berkeley Extension. In 2019, Ezra joined Grove as a Financial Planner and also began work as a Consumer Debt Expert at Resolve. In 2021, they began working as a Senior Financial Coach at the International Rescue Committee and in 2022 they began working as a Product Operations Manager at Kikoff.

Ezra Berger, CFP® has a diverse educational background. Ezra obtained a High School Diploma from Pacific Collegiate Charter in 2007. Ezra then went on to earn a B.A in Public Policy from Brown University in 2011. In 2015, they achieved a Certified Lean Practitioner from Rona Consulting Group. In 2017, they earned a Certified Lean Green Belt from Haley & Aldrich. Most recently, they obtained a Professional Certificate in Personal Financial Planning from UC Berkeley Extension in 2019. In 2022, they attained the Certified Financial Planner (CFP) designation from the CFP Board.