DJL Training, Inc.
DJL Training, Inc.
Increasing Efficiency and Productivity

Meet Integrated Life and Financial Planning

Integrated Life and Financial Planning

Integrated Life and Financial Planning LLC 
5850 Fayetteville Road 
Suite 205 
Durham, NC 27713 

Jerry Bergner, AAMS CMFC 

Owner/Operator

919-864-2772 

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.

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DJL Training, Inc. | PO Box 72362 | Durham NC 27722 | www.djltraining.com | firstclass.djltraining.com

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