Jerry Bergner, AAMS CMFC
About Integrated Life and Financial Planning
Jerry has been a financial advisor since 1994 and has been teaching and coaching based on the book, If Your Life Were a Business, Would You Invest In It?, by John Eckblad and David Kiel, McGraw Hill. Since 2006.
In September of 2015 Jerry left the world of national brokerage to open his own, independent office where he can “integrate” both financial and life planning in one complete, highly personalized offering.