Kim Berger is an Associate Advisor with North Berkeley Wealth. She works in coordination with Lead Advisors to provide clients with comprehensive financial planning and investment management. Kim believes that knowledge about personal finances should be available to everyone and has chosen the path of financial advisor as her encore career to bring additional financial resources to the local community.

Before joining North Berkeley, Kim worked in biotech and diagnostics for 35 years. She started as a scientist on the team that discovered HCV. Kim then moved to business development, managing the long-term business relationships related to infectious disease diagnostics and recombinant protein manufacturing customers.

Kim grew up close enough to Disneyland to hear the fireworks at 9:30 pm every night, but when she stepped foot on the UC Berkeley campus, she knew she was where she belonged. Kim lives in Concord with her husband, her little poodle, Prince, and cat, Kacie. She’s happy to have her son and daughter living nearby and sees them often.


Education, Certifications, & Affiliations

  • B.S. in Genetics, University of California, Berkeley

More About Kim

I became an advisor to work with people and cultivate relationships. My mom hired an advisor after my dad passed. He looks out for her as a person, once even offering to help her evacuate when a fire raged nearby. I want to make that kind of connection with people. I want to help people plan for the twists and turns of life and give them confidence in their future.

Outside of work, I like to enjoy time with my family. I plan a trip with my mom and siblings each year, most recently to New Orleans, LA, and Atwater, CA. I enjoy my daily walks with my husband and puppy, playing card/board games with my son and extended family, and watching baking shows and holiday movies with my daughter.

The best advice I ever received was from my dad. He taught me that knowledge should drive decisions and always be curious. He also started me with the habit of saving money, requiring me to save half of everything I made from my first job for something important. I kept asking him what that would be – a car, a house, college – but he always said, “No, something more important than that.” He developed a philosophical approach to saving in me because you never know what the future holds.