Berrie B. Coble CPRS®, CRC®

"I help my clients face the future with Anticipation rather than Apprehension!"

Check out my background on FINRA’s BrokerCheck.

When looking for a financial advisor to partner with to build your future, you want someone who cares about your journey, and can meet your where you are, right now. I'm Berrie Beth Coble, an independent advisor and financial planner. I help young investors, entrepreneurs, small business owners, retirees, and women in transition. As a community-based, relationship-driven advisor, I desire to get to know each of my clients and potential clients, learning not only about your financial needs, but also learning about your values and interests, and hearing your stories. I am myself a business owner, a wife, a mom, a daughter, and an active member of my community, so when I am assessing your financial needs, I can provide insight from my own experiences. I take a holistic approach to financial planning and will walk with you through whatever challenges arise. Just a few examples of specific ways I work with clients of Bloom include household budgeting assistance, talking through workplace retirement accounts and insurance benefits, income planning for special circumstances (i.e. divorce, maternity leave, adoption, care for a special needs dependent or spouse, etc), estate planning, small business planning, and hands on investment management.