Financial Planning Professional and Investment Advisor Representative
Since 2012, Kristina Bergman has been servicing high net worth business owners and professionals from Northern Alaska to Southern Florida. Today, she and her son, August, reside in Jupiter, FL.
She has experience in working with some of the most notable corporations in Florida today.
Kristina takes pride in empowering women in the community by participating in several women’s organizations. Her work involves partnerships with BNY Mellon, CIBC, and The Daily Drip. She believes all women have an equal opportunity for success.
Kristina received her degree from Washington & Jefferson College in Washington, Pennsylvania with a Business, B.A. She holds Series 6, 7, 63 and 65 Securities Licenses and an Insurance License from several states.
Kristina serves on the Board of Guardian ad Litem Foundation, 20th Judicial Circuit as a Fiduciary. She also serves as a Board Member of the Women of Coastal Wealth and a past Board Member of MassMutual Southeastern Regional Women’s Pro-Growth. She is also a member of the Chamber of the Palm Beaches.
Kristina believes in service before self and donates a great deal of her time to these charities: Guardian ad Litem Foundation, 20th Judicial Circuit Inc, St. Ann’s Food Bank, Lighthouse for the Blind, and the National MS Society.
Our Wealth Management Team includes Certified Financial Planners and Chartered Financial Analysts. We are committed to work for you with integrity, grit, scalable systems, financial knowledge, and strong relationships. We ask thought provoking questions to understand what is important for you and listen; establishing open communication and expectations is imperative to a long advisory relationship. We serve as a Fiduciary to supervise your investments with full disclosure of our fee structure and how the investment is directed to align with your best interest without proprietary investment managers.
