Managing Director
Current
Nov 2023 - Present
AeroLeads people directory · profile
Ryan Bergmann, Cfp® Crpc® Email & Phone Number
Passionate about enriching the lives of others through comprehensive financial planning.
at
United Capital Financial Advisors, LLC
1 work email found
@merceradvisors.com
1 phone found area 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Passionate about enriching the lives of others through comprehensive financial planning.
Location
Reston, Virginia, United States
Who is Ryan Bergmann, Cfp® Crpc®? Overview
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Quick answer
Ryan Bergmann, Cfp® Crpc® is listed as Passionate about enriching the lives of others through comprehensive financial planning. at United Capital Financial Advisors, LLC, based in Reston, Virginia, United States. AeroLeads shows a work email signal at merceradvisors.com, phone signal with area code 800, and a matched LinkedIn profile for Ryan Bergmann, Cfp® Crpc®.
Ryan Bergmann, Cfp® Crpc® previously worked as Managing Director at United Capital Financial Advisors, Llc and Vice President at Goldman Sachs. Ryan Bergmann, Cfp® Crpc® holds Certification Course, Financial Planning And Services from Georgetown University.
Company email context
Email format at United Capital Financial Advisors, LLC
This section adds company-level context without repeating Ryan Bergmann, Cfp® Crpc®'s masked contact details.
*@merceradvisors.com
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AeroLeads found 1 current-domain work email signal for Ryan Bergmann, Cfp® Crpc®. Compare company email patterns before reaching out.
Profile bio
About Ryan Bergmann, Cfp® Crpc®
I began my career in the financial services industry in 2007. Prior to joining my current firm, I worked at Edward Jones as a Financial Advisor, TD Ameritrade as an Investment Consultant, and Edelman Financial Services as Associate Director of Financial Planning. Most recently, I served at Mercer Advisors in the capacity of Regional Vice President and Client Advisor. I attended a year of high school and a year of college in Japan and speak Japanese. I graduated from Pepperdine University with a degree in International Relations and Business Management and hold the FINRA Series 66 license.
Listed skills include Consulting, Market, Interpreter, Insurance, and 113 others.
Current workplace
Ryan Bergmann, Cfp® Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
United Capital Financial Advisors, Llc
AeroLeads page
11 roles · 23 years
Ryan Bergmann, Cfp® Crpc® work experience
A career timeline built from the work history available for this profile.
Vice President
Investment Advisory services offered by United Capital Financial Advisors, LLC, a Goldman Sachs company.
Dec 2021 - Feb 2024
Associate, Wealth Manager Of Great Falls
Investment Advisory services offered by United Capital Financial Advisors, LLC, a Goldman Sachs company.
Jun 2019 - Dec 2021
Client Advisor
Jan 2017 - Jan 2019
Regional Vice President
Sep 2015 - Jan 2018
Associate Director Of Financial Planning
• Develop prospective clients through referrals, lead management and establish relationships through phone calls • Gather data and pertinent information prior to and during initial meetings with prospective clients• Analyze data and develop comprehensive financial plans • Present financial plans, make additional recommendations, and establish client relationship during second appointment • Maintain client relationships and financial plans, focusing on stewardship and client education
Mar 2013 - Aug 2015
Investment Consultant
• Develop and maintain relationships with large base of high-asset clients through phone calls and in-branch meetings• Gather and analyze client information pertaining to their circumstances, goals, timeframes, etc... • Provide investment guidance to clients with portfolio reviews, asset allocation, risk management, and diversification, as well as financial planning services such as retirement consulting• Educate self-directed clients with basic investment strategies, technical analysis, options strategies• Provide user support and training with web site, trading platform, and webinars• Responsible for gathering gross assets and offering investment solutions
Jan 2009 - Mar 2013
Financial Advisor
• Responsible for generating new business through constant networking, referrals, door-knocking and cold-calling to develop client relationships and identified needs through repeat contacts• Responsible for preparing and implementing solutions while educating clients on various investment options • Managed office personnel and all sales and marketing activities, managed book of assets through calling existing clients, discovering financial needs, portfolio re-balancing, and managing expectations• Developed over-all portfolio strategies for college funding, retirement planning, hedging against inflation, insurance needs, tax issues, and estate planning
Feb 2007 - Jan 2009
Concierge
Mar 2006 - Nov 2006
Account Executive
2004 - 2005
~1 yr
Intern
Market News International
Attended various press conferences and events around Capitol Hill, at various venues including the White House, State Department, The American Enterprise Institute, The Heritage Foundation, The CATO Institute, the National Press Club, and various others. Researched topics and wrote relevant articles related to domestic and global economics for the Market News International news wire.
May 2003 - Aug 2003
7 education records
Ryan Bergmann, Cfp® Crpc® education
Certification Course, Financial Planning And Services
Georgetown University
Chartered Retirement Planning Counselor Sm, Financial Planning And Services
College For Financial Planning
Ba, International Relations & Business Management
Pepperdine University
Study Abroad, Economics, Japanese
Sophia University
Aa, Biology, Japanese
Normandale Community College
Study Abroad, Japanese Language, Japanese Culture, Shyodou, Kendo
Yokosuka High School
Education record
Jefferson High School
FAQ
Frequently asked questions about Ryan Bergmann, Cfp® Crpc®
Quick answers generated from the profile data available on this page.
What company does Ryan Bergmann, Cfp® Crpc® work for?
Ryan Bergmann, Cfp® Crpc® works for United Capital Financial Advisors, LLC.
What is Ryan Bergmann, Cfp® Crpc®'s role at United Capital Financial Advisors, LLC?
Ryan Bergmann, Cfp® Crpc® is listed as Passionate about enriching the lives of others through comprehensive financial planning. at United Capital Financial Advisors, LLC.
What is Ryan Bergmann, Cfp® Crpc®'s email address?
AeroLeads has found 1 work email signal at @merceradvisors.com for Ryan Bergmann, Cfp® Crpc® at United Capital Financial Advisors, LLC.
What is Ryan Bergmann, Cfp® Crpc®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Ryan Bergmann, Cfp® Crpc® at United Capital Financial Advisors, LLC.
Where is Ryan Bergmann, Cfp® Crpc® based?
Ryan Bergmann, Cfp® Crpc® is based in Reston, Virginia, United States while working with United Capital Financial Advisors, LLC.
What companies has Ryan Bergmann, Cfp® Crpc® worked for?
Ryan Bergmann, Cfp® Crpc® has worked for United Capital Financial Advisors, Llc, Goldman Sachs, Mercer Advisors, Edelman Financial Services, and Td Ameritrade.
How can I contact Ryan Bergmann, Cfp® Crpc®?
You can use AeroLeads to view verified contact signals for Ryan Bergmann, Cfp® Crpc® at United Capital Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Ryan Bergmann, Cfp® Crpc® attend?
Ryan Bergmann, Cfp® Crpc® holds Certification Course, Financial Planning And Services from Georgetown University.
What skills is Ryan Bergmann, Cfp® Crpc® known for?
Ryan Bergmann, Cfp® Crpc® is listed with skills including Consulting, Market, Interpreter, Insurance, Technical Analysis, Mortgage Brokers, Sales, and Cold Calling.
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