Carri Berger, RFC
Carri Berger is the Vice President of The Ellis Group, Inc. and an Investment Advisor Representative with Royal Alliance Associates, Inc. with more than 15 years of experience in the financial services industry. She first joined The Ellis Group as an Office Manager. Diligently attending to clients and serving them with personal care, Sue encouraged Carri to become an advisor as a way to further serve their clients.
Today, Carri works closely with Sue serving their clients with comprehensive services. In 2012, she and Sue furthered their knowledge and talents by attending the Wall Street Academy, a professional training program for select independent financial advisors by the Greico Financial Institute to become a master of their craft and better understand behavior economics.
Carri is a Registered Financial Consultant, a professional designation awarded to financial advisors who meet high standards of education, experience, and integrity. She received the designation in 2007 from Kaplan University. She holds securities licenses 7, 63, and 65. She is past president of the Alaska Chapter of Women in Insurance and Financial Services (WIFS) and a member of the International Association of Registered Financial Consultants (IARFC).
Carri has been a recognized speaker since 2006, covering a number of financial topics. She has spoken at several conferences and for various organizations, including WIFS, ISI, and TFA Exchanges. She is actively involved with her Alaska community, serving as a long-time member of United Way, The Arc of Anchorage, and the Chamber of Commerce. Outside of the office, she enjoys reading, camping, cooking, hunting, photography, fishing, and archery.