Ryan Berg, CFP®, CPA, PFS

Owner, Financial Advisor
As a CPA, Ryan is qualified to provide in depth tax planning strategies and analysis for clients. This has been especially beneficial for clients with complex estate planning concerns. In addition, Ryan has expertise in oil leases and income distributions.
Ryan Berg, CFP®, CPA, PFS

Owner, Financial Advisor

Ryan Berg is the owner of Wealth Forward. He graduated Magna Cum Laude from the University of Jamestown in Jamestown, ND with degrees in Accounting and Business Administration. Ryan is a Certified Public Accountant, a Personal Financial Specialist, and a Certified Financial Planner®.

Education

Ryan has earned the following degree and certifications:

  • Graduated with Honors and Magna Cum Laude from the University of Jamestown with a degree in Accounting and Business Management.
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Certified Financial Planner®
Qualifications

Ryan’s experience and background enables him to provide quality information and advice in all areas of financial planning, wealth management, and tax planning and preparation. He understands that growing families have competing monetary interests when it comes to retirement planning, planning for college, purchasing a first home and more, which is why he makes sure each client’s unique needs are met.

Ryan Berg has 20+ years of experience in financial services. He joined Wealth Forward in 2003 and became sole owner of the firm in 2017. Prior to joining Wealth Forward, Ryan worked for Shauer & Associates, PC in Jamestown and Wade Financial Group in Minneapolis.

Ryan’s experience and background enables him to provide quality information and advice in all areas of financial planning and asset management. He understands the needs of growing families who have competing interests on their time and money including retirement planning, planning for college, purchasing a first home, and making sure everyone’s current needs are met. As a CPA, he is qualified to provide in depth tax planning information and analysis for clients. This has been especially beneficial for clients with complex estate concerns, whether it is the owner of the estate or the beneficiaries. He also has expertise in mineral rights.

Ryan is married and the proud father of three daughters. He enjoys spending time with his family and cheering on the Philadelphia Eagles and the New York Yankees. Ryan also enjoys golfing in the summer and curling in the winter. Ryan is a board member for West Fargo Baseball.