Kristina Bergman
Wealth Management Advisor and Financial Planner
- Role
- Financial Services Representative at MassMutual
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Kristina Bergman
My Goal is to provide Families and Business Owners with assistance in building their Financial Freedom. I have the Skills, Knowledge, and Experience required to help meet my clients established goals. My personal goal is to become a lifetime resource for each and every client!CA Insurance License: 41•••91mycoastalwealth.com/l••••••••@mycoastalwealth.com
Experience
Financial Services Representative
Jul 2016 — Present
With our open platform, I have the ability to serve the individual or group client into a wholistic, diversified portfolio. Contact me as a resource for your financial and insurance needs. Licenses: 215, S6, S7, S63, S65IAR, Financial Planner
Education
Washington and Jefferson College
Business, BA, Entrepreneurship/Entrepreneurial Studies
1994 — 1998
Skills
- Asset Management
- Benefits Administration
- Income Protection
- Financial Services
- Term Life Insurance
- Life
- Disability Insurance
- Asset
- Long Term Care Insurance
- Critical Illness
- Investments
- Retirement Planning
- Group Insurance
- Universal Life
- High Net Worth Individuals
- Series 6
- Insurance
- Iras
- Financial Advisory
- Indexed Annuities
- Roth Ira
- Retirement
- 401k Rollovers
- Long-Term Care
- Whole Life
- Variable Annuities
- Health Insurance
- Brokers
- Investment Strategies
- Qualified Retirement Plans
- Retirement Savings
- Employee Benefits
- Financial Goals
- Mutual Funds
- 401k
- Health Savings Accounts
- Fixed Annuities
- Life Insurance
- Finance
- Pensions
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