Paul Bergamaschi

Paul Bergamaschi Email and Phone Number

Alameda, CA, US
Paul Bergamaschi's Location
Alameda, California, United States, United States
Paul Bergamaschi's Contact Details
About Paul Bergamaschi

I provide comprehensive financial and insurance services through a network of experienced professionals with deep expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services• Insurance planning Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your personal and business financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC

Paul Bergamaschi's Current Company Details
Embarcadero Business Park LLC

Embarcadero Business Park Llc

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Principal
Alameda, CA, US
Employees:
20
Paul Bergamaschi Work Experience Details
  • Embarcadero Business Park Llc
    Principal
    Embarcadero Business Park Llc
    Alameda, Ca, Us
  • Fortune Financial Services, Inc.
    Senior Registered Representative
    Fortune Financial Services, Inc. Aug 2014 - Present
    San Francisco Bay Area
  • Covered California
    Covered California Certified Insurance Agent
    Covered California Nov 2013 - Present
    The Affordable Care Act is here and is changing the health insurance marketplace in many significant ways. New regulations impose restrictions on insurers with the goal of making health insurance coverage more affordable, universally available, and easier to understand. The California Health Benefit Exchange, aka Covered California, provides access to premium assistance and cost reductions for millions of Californians. Navigating this new landscape can be a daunting task. As a Covered… Show more The Affordable Care Act is here and is changing the health insurance marketplace in many significant ways. New regulations impose restrictions on insurers with the goal of making health insurance coverage more affordable, universally available, and easier to understand. The California Health Benefit Exchange, aka Covered California, provides access to premium assistance and cost reductions for millions of Californians. Navigating this new landscape can be a daunting task. As a Covered California Certified Insurance Agent, I am uniquely positioned to help employers, individuals and families understand and evaluate their new health insurance options under the Affordable Care Act, both within the public exchange and in the private marketplace. Show less
  • Prosperity Financial Group
    Advisor
    Prosperity Financial Group Jun 2013 - Sep 2014
    San Francisco Bay Area
  • Retirement Plan Advisory Group
    Senior Plan Consultant
    Retirement Plan Advisory Group Jun 2013 - Sep 2014
    San Francisco Bay Area
  • Financial Telesis Inc
    Registered Representative
    Financial Telesis Inc Jun 2013 - Sep 2014
    San Francisco Bay Area
  • East Bay Rowing Club
    Board Of Directors Member
    East Bay Rowing Club Aug 2012 - Jul 2014
  • Massmutual San Francisco
    Financial Advisor
    Massmutual San Francisco Dec 2010 - Jun 2013
    San Francisco Bay Area
  • Edward Jones
    Financial Advisor
    Edward Jones Feb 2010 - Oct 2010
    San Francisco Bay Area
  • Optimum Realty Capital Llc
    Managing Director
    Optimum Realty Capital Llc 2006 - 2009
    San Francisco Bay Area
  • Eden Development Group
    Executive Vice President
    Eden Development Group 1996 - 2006
    San Francisco Bay Area

Paul Bergamaschi Skills

Retirement Planning Insurance Disability Insurance Retirement Strategic Financial Planning Long Term Care Employee Benefits Financial Planning Key Person Insurance Buy Sell Agreements Retirement Plans Group Medical Executive Compensation Long Term Care

Paul Bergamaschi Education Details

Frequently Asked Questions about Paul Bergamaschi

What company does Paul Bergamaschi work for?

Paul Bergamaschi works for Embarcadero Business Park Llc

What is Paul Bergamaschi's role at the current company?

Paul Bergamaschi's current role is Principal.

What is Paul Bergamaschi's email address?

Paul Bergamaschi's email address is co****@****ail.com

What is Paul Bergamaschi's direct phone number?

Paul Bergamaschi's direct phone number is +151086*****

What schools did Paul Bergamaschi attend?

Paul Bergamaschi attended University Of California, Berkeley, University Of Southern California.

What skills is Paul Bergamaschi known for?

Paul Bergamaschi has skills like Retirement Planning, Insurance, Disability Insurance, Retirement, Strategic Financial Planning, Long Term Care, Employee Benefits, Financial Planning, Key Person Insurance, Buy Sell Agreements, Retirement Plans, Group Medical.

Who are Paul Bergamaschi's colleagues?

Paul Bergamaschi's colleagues are James O. Herlocker, Cfp, Kate Sickels, Mark Bertrang, John Chervick, Mitch Whitenack, Matthew Foertsch, Aif®, Chfebc℠, Emily A. Martin.

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