Anders Bergh
Financial Planner at Prudential Advisors
- Role
- Financial Planner at Prudential Advisors
- Location
- Kalamazoo, MI, US
- LinkedIn followers
- 500 followers
Experience
Financial Planner
May 2010 — Present · Kalamazoo, MI, US
Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on strategies for the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
Education
Western Michigan University - Haworth College of Business
MBA
1993
Kungliga Tekniska Högskolan
MS, Chemical Engineering
1975 — 1981
The American College
CLU® - Charted Life Underwriter
KTH Royal Institute of Technology
Master of Science - MS, Chemical Engineering
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