Chad Berg

Chad is a Financial Advisor dedicated to helping clients achieve lasting financial clarity, confidence, and security. Since joining Infinitas in 2023, he has partnered with individuals, families, and professionals to deliver tailored financial planning, strategic investment guidance, and innovative tax planning solutions.

 

Chad takes a personalized approach, working closely with clients to create strategies that align with their unique goals—whether it’s building wealth, planning for retirement, or navigating major financial milestones. His focus on long-term relationships helps clients feel informed and empowered at every stage of their financial journey.

 

He holds a bachelor’s degree in finance from Morningside University, where he also played on the football team. Chad maintains FINRA Series 7 and 66 registrations and keeps abreast of market trends, tax strategies, and industry best practices to provide actionable, thoughtful guidance.

 

Outside of work, Chad enjoys time with his wife, Alexia, and daughter, Evelyn and they are eagerly anticipating the arrival of twins in late 2025. A passionate sports fan, he also loves staying active and engaged in the local sports community.