William Berberich, CFP®, is a Regional Director at Independent Advisor Solutions by SEI, where they support independent financial advisors in New Jersey, New York, and Delaware. With 17 years of experience in financial services, William has developed expertise in asset management, investments, retirement plans, business consulting, and financial planning. They have held various roles at SEI since 2008 and previously worked as a Brokerage Manager at Creative Financial Group from 2001 to 2006. William earned a Bachelor of Science in Marketing from Penn State University.
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