David Bergmann Email & Phone Number

Marina Del Rey

Managing Principal of the David R. Bergmann Group a separate and distinct business activity from Investment Advisory Representative with Cetera Advisor Networks LLC, Member FINRA/SIPC.

The David R. Bergmann Group is a comprehensive services firm supporting the work the firm does in, and with the process of, comprehensive Life Financial Planning. In our comprehensive "Life Financial Planning" process we focus on the client’s life goals and individual passions in the context of what brings joy, purpose, fulfillment and sense of valued legacy and then we structure their financial affairs and personal resources to enable, inspire and empower them to live their impassioned and fulfilled life. Our services are provided under a boutique 'personalized relationship’ approach wherein we provide ‘levels’ of services tailored to the specific needs of each client. The boutique approach can provide a combination of comprehensive business and family services, including but not limited to insurance, tax consulting/returns preparation, investment management, retirement and estate planning and office services. David’s flexible compensation model enables our clients to benefit from the cost synergies of availing themselves of a comprehensive services firm. Compensation models are disclosed and agreed upon in advance and may include commissions or fee based planning (% of assets under management), or flat fee or hourly work). In all cases we offer no proprietary products and always place our client's interests first!We would welcome the opportunity to visit and discuss with you our services in our always free introductory meeting. Our introductory meetings are intended for us to get to know you and what it is that you need to see if our firm is the right fit for your personal circumstances and financial services requirements and for you, the client to see if we are the right fit for your needs.As always, our focus is on the client!Disclosure: The David R. Bergmann Group is a distinct and separate activity from David R. Bergmann Investment Advisor and Registered Representative, Cetera Advisor Networks LLC (a non-affiliated company) member FINRA/SIPC.

Torrance, California 90505

Securities and Advisory Services as an Investment Advisory Representative are offered through Cetera Advisor Networks LLC, Member FINRA/SIPC . A separate and distinct business activity from The David R. Bergmann Group - a tax, insurance and business service provider.

I have taught retirement planning and employee benefits, financial analysis and federal income taxation. I mostly teach the income tax in personal financial planning course. I also teach the Ethics in Personal Financial Planning Course.

Various positions in ground services and airport operations mostly at LAX but I did spend a little time in STL.

Education record

Education record