Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa Email and Phone Number

Senior Wealth Manager at Vineyard Financial Group & Owner, Vineyard Wealth Management,LLC @ Vineyard Wealth Managment, LLC
arizona, united states
Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa's Location
Scottsdale, Arizona, United States, United States
Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa's Contact Details

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa work email

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa personal email

n/a

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa phone numbers

About Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa

Specialties: Comprehensive Financial Planning, Wealth Management, Annuities, Insurance, Long-Term Care, and Disability. Registered Representative. Securites offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Registered to sell securities in AR, AZ, CA, MI, OR, PA, TN, TX, UT, WA, and WY. Investment Advisor Representative. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vineyard Financial Group are not affiliated.

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa's Current Company Details
Vineyard Wealth Managment, LLC

Vineyard Wealth Managment, Llc

View
Senior Wealth Manager at Vineyard Financial Group & Owner, Vineyard Wealth Management,LLC
arizona, united states
Website:
vineyardfinancialgroup.com
Employees:
11
Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa Work Experience Details
  • Vineyard Wealth Managment, Llc
    Owner
    Vineyard Wealth Managment, Llc Jan 2006 - Present
    Scott and Peggy Bergan are equal Partners with complementary specializations providing Comprehensive Financial Planning. Scott specializes in Wealth Management and Financial Planning, while Peggy specializes in Estate Planning, Small Business Retirement Plans, and Insurance.
    View
  • Vineyard Financial Group
    Senior Wealth Manager
    Vineyard Financial Group Jan 2006 - Present
    Specializing in Wealth Management for individuals, families, and small businesses utilizing a Comprehensive Financial Planning platform.
    View
  • New England Securities
    Senior Financial Advisor
    New England Securities Apr 2002 - Jan 2006
    Comprehensive Financial Planning
  • American Express Financial Advisors
    Financial Advisor
    American Express Financial Advisors Nov 1999 - Mar 2002
    Comprehensive Financial Planning
  • Ids Life Insurance Company
    Insurance Agent
    Ids Life Insurance Company Nov 1999 - Mar 2002
    Life Insurance, Long-Term Care, and Disability Insurance

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa Skills

Strategic Financial Planning Estate Planning Wealth Management Retirement Planning Investment Advisory Securities Wealth Management Services Personal Finance Financial Services Pensions Financial Goals Retirement Life Insurance Long Term Care Insurance Disability Insurance Long Term Care Alternative Investments Variable Annuities Financial Planning Fee Based Advisory Services Financial Advisory Fixed Annuities Wealth Investments

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa Education Details

Frequently Asked Questions about Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa

What company does Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa work for?

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa works for Vineyard Wealth Managment, Llc

What is Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa's role at the current company?

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa's current role is Senior Wealth Manager at Vineyard Financial Group & Owner, Vineyard Wealth Management,LLC.

What is Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa's email address?

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa's email address is sb****@****oup.com

What is Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa's direct phone number?

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa's direct phone number is (480) 346*****

What schools did Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa attend?

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa attended College For Financial Planning, The American College Of Financial Services, University Of Colorado Boulder.

What skills is Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa known for?

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa has skills like Strategic Financial Planning, Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Securities, Wealth Management Services, Personal Finance, Financial Services, Pensions, Financial Goals, Retirement.

Who are Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa's colleagues?

Scott Bergan,Chfc,Clu,Awma,Bfa,Cepa's colleagues are Scott Bergan, Raleigh Sexton.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.