John Bergmann, Cpa, Cfp® Email and Phone Number
John Bergmann, Cpa, Cfp® work email
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John Bergmann, Cpa, Cfp® personal email
John Bergmann, Cpa, Cfp® phone numbers
John served as President of Liberty Wealth Advisors® (a Prime Capital Investment Advisors company) and managed the daily operations of the firm along with a dedicated team of professionals. John has more than 30 years of management, finance, and accounting experience and is a Certified Public Accountant and Certified Financial Planner™. John started his career in the Middle Market Group at Deloitte & Touche LLP in Detroit. John achieved the role of Manager at Deloitte and was ultimately hired by a client to be their Controller and later CFO. This experience included two years as an expatriate based in Italy, where John successfully completed merger and acquisition work throughout Europe. Most recently before joining Liberty Wealth Advisors®, John was the Director of Finance at a commercial architectural and construction firm. In that role, he worked with its management team to navigate the Detroit-Area company through The Great Recession and emerge as a thriving business to this day. John graduated from Wayne State University with a bachelor’s degree in Accounting. He obtained his CPA license in 1993 and Certified Financial Planner™ certification in 2017.
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PrincipalJ Robert Bergmann Advisors, LlcRochester, Mi, Us
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PresidentLiberty Wealth Advisors® Apr 2016 - Jun 2023Royal Oak, Michigan, Us -
Chief Financial & Operating OfficerLiberty Wealth Advisors® Nov 2010 - Apr 2016Royal Oak, Michigan, Us
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Advisory Board Member - Finance CommitteeInterior Partnership Group, Inc. Nov 2010 - Oct 2013Us -
Director Of FinanceInterior Partnership Group, Inc. 2003 - Oct 2010UsToday IPG is proudly part of the NBS Commercial Interiors team:https://www.yournbs.com/
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Cfo & ControllerStahls' Inc. 1995 - 2002
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ManagerDeloitte 1990 - 1995Worldwide, Oo
John Bergmann, Cpa, Cfp® Skills
John Bergmann, Cpa, Cfp® Education Details
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The Amplified Planning ExternshipGained Additional Hands-On Experience In The Main Areas Of Financial Planning -
Oakland UniversityCertificate Program In Personal Financial Planning
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Wayne State UniversityAccounting
Frequently Asked Questions about John Bergmann, Cpa, Cfp®
What company does John Bergmann, Cpa, Cfp® work for?
John Bergmann, Cpa, Cfp® works for J Robert Bergmann Advisors, Llc
What is John Bergmann, Cpa, Cfp®'s role at the current company?
John Bergmann, Cpa, Cfp®'s current role is Principal.
What is John Bergmann, Cpa, Cfp®'s email address?
John Bergmann, Cpa, Cfp®'s email address is jo****@****ons.com
What is John Bergmann, Cpa, Cfp®'s direct phone number?
John Bergmann, Cpa, Cfp®'s direct phone number is +124824*****
What schools did John Bergmann, Cpa, Cfp® attend?
John Bergmann, Cpa, Cfp® attended The Amplified Planning Externship, Oakland University, Wayne State University.
What skills is John Bergmann, Cpa, Cfp® known for?
John Bergmann, Cpa, Cfp® has skills like Management, Finance, Due Diligence, Leadership, Budgets, Financial Analysis, Business Strategy, Financial Reporting, Strategic Planning, Mergers And Acquisitions, Financial Modeling, Managerial Finance.
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