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Richard Bergstrom, Private Wealth Advisor serving the Tallahassee, FL area - Ameriprise Advisors

Richard Bergstrom

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
7G Wealth Management

An Ameriprise Private Wealth Advisor

19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 54 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Associate in Arts, Tallahassee Community College, 1997
  • Bachelor of Science in Accounting and Finance, Florida State University, 2000
  • Bachelor of Science in Real Estate, Florida State University, 2004

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023

Community participation

Bishop in The Church of Jesus Christ of Latter-day Saints, Assistant Scoutmaster for the Boy Scouts of America, Sponsor of Ronald McDonald House Charities Tallahassee, Coach of youth soccer team, Coach of youth baseball team, Coach of youth Pop Warner football team, Coach of youth softball team, Coach of youth flag football team, and church youth advisor. Supporter of the Police Unity Tour. Sponsor of Hunger Fight.

Interests

  • Spending time with my wife and 5 five kids (4 daughters, 1 son)
  • Wakeboarding and wakesurfing at Lake Mystic
  • Running marathons. I finished my first marathon in Jacksonville, FL in 2004 and since then have completed 14 others and 4 half-marathons. I have a goal to run a full marathon in every state. I ran the Boston Marathon in April 2022.
  • Working out
  • My son and I are visiting every MLB stadium. We have visited 15 ballparks so far and we will visit 4 in 2023.
  • Travel