Michael Von Berg
Owner/Financial Advisor at ISE Wealth Strategies, LLC - Florida Certified Veteran Owned Business
(321) 203-7363 michael.vonberg@lpl.com
Michael Von Berg, CPFA, MBA Owner / Financial Advisor ISE Wealth Strategies, LLC — Florida Certified Veteran-Owned Business
I help Central Florida families, retirees, and small business owners create clear, practical financial plans so they can make decisions with confidence.
After 20 years in the U.S. Air Force (retiring as a Master Sergeant) and nearly two decades as a financial advisor, I’ve seen how complex and overwhelming the financial world can feel. My approach is straightforward: understand your real goals, map out the resources you already have, and build a plan that fits your life — not the other way around.
As a Certified Plan Fiduciary Advisor (CPFA) and owner of a Florida Certified Veteran-Owned Business, I put your interests first. I avoid hype and do not promise specific returns. Instead, I focus on disciplined, transparent, long-term strategies designed to help you navigate market ups and downs with greater clarity.
I am based in Lakeland and primarily serve clients across Central Florida, while also working with clients in the 15 states where I am licensed.
A bit more about me I’ve been married for 40 years to my wife Wendy. Together we raised two children, Melissa and Warren. We enjoy traveling in our Class B motorhome, boating on Florida lakes and Tampa Bay, hiking, and riding bicycles wherever we go. I also have a passion for flying as a light-sport pilot and am currently working toward a gyroplane certification.
At ISE Wealth Strategies, my goal is simple: deliver reliable, ethical guidance that helps you feel more settled about your financial future.
Ready to talk? Schedule a conversation or reach out directly — I’m happy to listen.
(321)203-7363, michael.vonberg@lpl.com