Certified Financial Planner® Professional
Current
Jul 1993 - Present
AeroLeads people directory · profile
Patrick J. Bergin Email & Phone Number
CERTIFIED FINANCIAL PLANNER® professional
at
BERGIN AGENCY LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
CERTIFIED FINANCIAL PLANNER® professional
Location
New York City Metropolitan Area, United States
Who is Patrick J. Bergin? Overview
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Quick answer
Patrick J. Bergin is listed as CERTIFIED FINANCIAL PLANNER® professional at BERGIN AGENCY LLC, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Patrick J. Bergin.
Patrick J. Bergin previously worked as Business Owner at Bergin Agency Llc and Financial Advisor at Bergin Agency Llc. Patrick J. Bergin studied at College For Financial Planning.
Company email context
Email format at BERGIN AGENCY LLC
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BERGIN AGENCY LLC
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Profile bio
About Patrick J. Bergin
CERTIFIED FINANCIAL PLANNER ® professional Since 1993CRES (Certified Retirement Education Specialist)FINRA Series 6FINRA Series 7FINRA Series 24FINRA Series 63FINRA Series 65New Jersey Life Insurance LicenseNew Jersey Health Insurance License
Current workplace
Patrick J. Bergin's current company
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4 roles
Patrick J. Bergin work experience
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Business Owner
Current
Sep 1990 - Present
Financial Advisor
Current
Jan 1990 - Present
Certified Financial Planner™
CurrentAdvisory Services through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. The Bergin Agency and the above firms are independent and non-affiliated.
Oct 1986 - Present
1 education record
Patrick J. Bergin education
FAQ
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What company does Patrick J. Bergin work for?
Patrick J. Bergin works for BERGIN AGENCY LLC.
What is Patrick J. Bergin's role at BERGIN AGENCY LLC?
Patrick J. Bergin is listed as CERTIFIED FINANCIAL PLANNER® professional at BERGIN AGENCY LLC.
Where is Patrick J. Bergin based?
Patrick J. Bergin is based in New York City Metropolitan Area, United States while working with BERGIN AGENCY LLC.
What companies has Patrick J. Bergin worked for?
Patrick J. Bergin has worked for Bergin Agency Llc and Lincoln Investment.
How can I contact Patrick J. Bergin?
You can use AeroLeads to view verified contact signals for Patrick J. Bergin at BERGIN AGENCY LLC, including work email, phone, and LinkedIn data when available.
What schools did Patrick J. Bergin attend?
Patrick J. Bergin studied at College For Financial Planning.
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