Bergland Wealth Management

Specialties

Services Offered: Fee Only Financial Planning

History

Established in 1985.

Bergland Wealth Management, Inc. was founded by John E. Bergland, Jr, who is a Certified Financial Planner, Accredited Investment Fiduciary, and NAPFA-​Registered Financial Advisor. John was called into the Fee-​Only Comprehensive Financial Planning industry shortly after earning his Master of Divinity and Master of Christian Education from Reformed Theological Seminary in Jackson, MS.

Meet the Business Owner

John B.

Business Owner

John graduated from Louisiana Tech University in 1968. He served in the U.S. Coast Guard from 1968 – 1972. While in the Coast Guard, he attended the Naval Justice School in Newport, RI. Following his four years of service, John attended Reformed Theological Seminary in Jackson, MS. He graduated in 1976 with a Master of Divinity and Master of Christian Education in addition to being ordained by the Presbyterian Church in America (PCA) as a minister and evangelist.

John entered the financial services industry in 1979. He incorporated his practice in 1985 to offer client centered, Fee-​Only, fiduciary, financial planning and money management services. He is a member of The National Association of Personal Financial Advisors (NAPFA) and is a «NAPFA-​Registered Financial Advisor.»

John has been a Certified Financial Planner® since 1987. In addition, he received the AIF® (Accredited Investment Fiduciary®) credential issued by the Center for Fiduciary Studies in 2006.