Suggestions
Molly Berger
Entrepreneur - Investor - Financial Feminist
Molly Berger is a Wealth Management Advisor and the founder of Queen City Wealth, which operates as a marketing name under Northwestern Mutual. Her professional focus is on helping clients achieve their financial goals through comprehensive planning and wealth management strategies.12
Background and Experience
- Education: Molly holds a degree from Claremont Graduate University, which provides her with a strong academic foundation in financial planning.3
- Certifications: She is recognized as a CSRIC® (Chartered SRI Counselor) and CDFA® (Certified Divorce Financial Analyst), which highlights her expertise in socially responsible investing and financial planning during divorce.34
- Professional Role: Since 2020, she has been serving as a Financial Advisor at Northwestern Mutual, where she emphasizes a client-centric approach to financial advising.57
Advocacy and Community Involvement
Molly is also noted for her commitment to social issues, particularly in supporting marginalized communities. She is described as a lifelong activist and change-agent, reflecting her passion for empowering individuals through financial education and planning.56
For more detailed insights into her professional journey and philosophy, you can view her LinkedIn profile under the username mollygberger.