Gregory Berlin, AAMS®, CFP®

Gregory Berlin, AAMS®, CFP®

Vice President

Greg works with his clients to assess their current position, plan for both their short- and long-term goals and then develops a plan to achieve these goals.

Once a roadmap is developed, Greg works with his clients to navigate the plan and stay on course, adjusting as life and circumstances change.

Greg is an experienced CERTIFIED FINANCIAL PLANNER™ and has been serving individuals, families and businesses in all aspects of financial planning, retirement planning, and investing since 1999. He is currently the Vice President of  The Oasis Asset Management Group, Inc.

Greg grew up in Erie, Pennsylvania. Although now a Clevelander, he often makes trips back to Erie to meet with clients and visit with family and friends. As a result, Greg's primary client focus is the Northwestern Pennsylvania and Northeastern Ohio region. This stated, Greg works with clients all over the U.S. 

Greg lives in Pepper Pike, Ohio with his brilliant wife, Marla, their two daughters and two dogs. In his spare time Greg teaches violin and viola at Great Lakes School of Music and Fairmount School of Music. He also serves as Treasurer for Broadway School of Music & the Arts.

Greg's Education & Accreditation:


 

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • College of Financial Planning, Accredited Asset Management SpecialistSM (AAMS®)

  • CFA Institute®, CFA Program, Level I Passed

  • Case Western Reserve University Weatherhead School of Management, Masters of Business Administration

  • Indiana University, BSOF in Business and BM in Violin Performance

 

Phone 440-446-1000 x103