You Spent 20 Years Earning Your Money.

Spend 20 Minutes Saving It.

Schedule a Call.

 

Below you can schedule a call with Paul Bergeron, one of our advisors. To schedule a call with Paul, scroll down and click on any of his available times. Paul Bergeron is vastly knowledgeable about your company's benefits plan and can help guide you through a happy retirement. 

paul-bergeron

Paul Bergeron

Paul Bergeron became a financial advisor about a decade ago having obtained his securities licenses in 2011.

Fun Fact: Paul has two patents in his name.

Paul got his undergraduate education from the University of Delaware as a BME Mechanical Engineer with concentration in fluid dynamics.  At Golden Gate University, Paul got his MBA, Masters Business Administration, with concentration in International business.
 

What learning experiences prepared you for this role?

Having led a private company from conception, to development of technology resulting in two patents, incorporation,  marketing, sales, production of seven different product lines in the outdoor industry, and point of purchase advertising for nearly 15 years, prepared me for the financial rollercoaster ride of a closely held company and managing the needs of a growing business. Along the way I also obtained my real estate broker licenses and mortgage loan origination licenses. I concentrated on two of the biggest financial decisions a person makes in their life, purchase of a home and financing thereof. Through this experience I learned and was exposed to peoples financial numbers where I frequently noticed those families did not have a long term financial plan. Through my 37 year friendship with Brent Wolf, now my business partner, we identified that our skills and work experience complemented each other and soon thereafter joined forces providing a deep knowledge base that touches on all three major financial areas in a person’s life.

What does a typical day look like for you?

Most days are invested in prospecting with existing clients to learn more about their financial goals and how I might lend support thereto. Frequently I do a deep dive into a client’s numbers and portfolio holdings including real estate performance and leverage assessment. These activities are complemented with frequent calls from existing clients asking for guidance on various topics of conversation, all surrounding their finances, but also understanding other metrics that employees should take into consideration as they approach retirement.

How important is educating clients in your process?

Education is the cornerstone in my relationship with clients. This first begins with educating myself about the client's needs, wants, and goals. After fully understanding the clients financial picture I formulate a financial plan and then review that plan to insure the plan addresses all financial aspects discovered during the intake of the client case. Not until these metrics are clearly identified do I move forward with helping clients to learn more about the investment advisement world and how the host of products available in the market place may provide a good match for their needs, wants, and goals.

 

Contacting Paul

Direct: (415) 332-7539

Office: (800) 900-5867

Connect with Paul on LinkedIn