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Richard Bergman, CFP®, CRPC®

Richard Bergman, CFP®, CRPC®

Private Wealth Advisor, Managing Director

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  • Timeline

  • About me

    Private Wealth Advisor, Managing Director at Rockefeller Capital Management

  • Education

    • University of Illinois Urbana-Champaign

      1988 - 1993
      Bachelor's Degree Finance--Gies College of Business

  • Experience

    • Rockefeller Capital Management

      Jan 2021 - now
      Private Wealth Advisor, Managing Director

      Lead advisor of Bergman Wealth Management Group

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor (CRPC)

      College For Financial Planning
      Oct 2012

    • Certified Financial Planner (CFP)

      College for Financial Planning
      Aug 1996