Lior Assa

Role: Financial Advisor at Bergen Financial Group
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Lior Assa

Financial planning that fits your life, not just your portfolio.

Experience

Financial Advisor
Bergen Financial Group
Feb 2023 — Present

Education

UC San Diego
Bachelor's Degree, Business/Economics
University of Arizona, Eller College of Management
Master of Business Administration - MBA, Finance

Skills

Event Planning
Banking
Finance
Social Media
Microsoft Word
Microsoft Excel
Public Speaking
Customer Service
Powerpoint
Financial Analysis
Management
Sales
Time Management
Leadership
Microsoft Office

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
l•••@bergenfinancialgroup.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Bergen Financial Group

Financial Services · 10 employees · Founded 2003 · Peoria, Arizona, United States

Bergen Financial Group Strives to Earn Our Clients\' Confidence Every Day LISTENING: Retirement planning is all about you and we are all ears. Knowing your retirement needs and goals is key to customizing just the right plan together. SIMPLIFYING THE COMPLEX: We know many people are intimidated by the complexity of financial planning. We cut out the jargon to help ensure you grasp the concepts you need. This way you can have confidence in the plan we build together. INDEPENDENCE AND OBJECTIVITY: Founded in 2003, Bergen Financial Group is an independent company with the freedom to select products that fit your goals, not the needs of a giant corporation. RESPONSIVE AND FRIENDLY: We are big enough to handle our clients’ most complex retirement needs. Plus we’re small enough to know our clients personally. Real people answer the phone! Bergen Financial Group\'s experienced advisors help you take advantage of smart strategies in an easy-to-understand, down-to-earth manner. Contact Bergen Financial Group to develop a financial strategy tailored to your retirement goals. Got a question. Just ask. Call us at 60••••••65. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

bergenfinancialgroup.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Lior Assa

Experience

Financial Advisor

Education

UC San Diego

University of Arizona, Eller College of Management

Skills

Find verified contacts for anyone on LinkedIn