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portrait of Todd Bergstrom
FINANCIAL ADVISOR

Todd Bergstrom

CFP®, AAMS™
21710 Stevens Creek Blvd, Suite 135, Cupertino, CA 95014opens in a new window
Accepting New Clients
CallSend Me a Message

About Todd

ARE WE THE RIGHT FIT FOR YOU?

Our team focuses on serving the often-complex financial needs of technology professionals, medical/dental practitioners and other small business owners who appreciate our desire to deeply understand and deliver on what's most important to them. We have developed and refined a process for creating, understanding, implementing and maintaining holistic, personalized financial strategies that help keep multiple generations of the families we serve on track to achieving their financial priorities.

Our process begins with a detailed discovery meeting where we ask a series of questions that allow us to get to know what's most important to...

Focus Areas

  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Charitable Giving
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJuly 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Seton Hall UniversityJuris Doctor
  • Colby CollegeBachelor of Arts

Personal Interests

  • Podcasts
  • History and Museums
  • Gardening
  • Astronomy
  • Rowing

Team Members

  • Nadine Doherty
    Branch Office Administrator
  • Cara Kaiser
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(408) 973-0629

Fax

(888) 831-6351

Office Address

21710 Stevens Creek Blvd
Suite 135
Cupertino, CA 95014opens in a new window

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