Jerry Bergner

Straight-Forward Financial Advice for Busy People.

Role: Financial Planner Financial Advisor in Raleigh-durham, North Carolina Area at Integrated Life & Financial Planning
Location: Durham, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jerry Bergner

Jerry will work with you one-on-one to uncover your most important goals and priorities…

Experience

Financial Planner Financial Advisor in Raleigh-durham, North Carolina Area
Integrated Life & Financial Planning
Sep 2015 — Present · Raleigh-Durham, NC, US
As a Financial Planner and Advisor in Raleigh-Durham, North Carolina, I help people create financial plans to help guide them in working towards achieving their most important life goals such as purchasing a home, financing their child\'s education, saving for a vacation, and of course retirement planning. As founder of Integrated Life and Financial Planning in Durham, North Carolina, I work with individuals and couples to create financial strategies that supports their life goals. You can reach me directly by calling (91••••••72, or you can book a free strategy session with me here. You can also connect to me via LinkedIn. As your financial advisor, I aim to help you to work towards having the cash flow you need to support what you want to do, when you want to do it. As your personal Financial Planner, I work to understand your specific short and long-term goals and then help you devise a strategy to move in that direction. My mission is to assist you in supporting the life you envision for yourself and those you care about. If you need help in clarifying that vision, we can work with you on that as well!

Education

University of Vermont
History, History, Political Science
1973 — 1977

Skills

Workshop Facilitation
Business Development
Renovation
Team Building
Management
Mutual Funds
Organizational Development
Strategy
Productivity Coaching
Finance
Coaching
Consulting
Leadership
Problem Solving
Management Consulting
Business Planning
Analysis
Training
Business Coaching
Nonprofits
Research
Homebuilding & Renovation Work
Project Planning
Leadership Development
Investments
Marketing
Woodworking
Public Relations
Retirement Planning
Portfolio Management
Start-Ups
Executive Coaching
Financial Planning
Recruiting
Staff Development
Estate Planning
Public Speaking
Business Process Improvement
Financial Services
Small Business

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