Bill Bergstrom, CFP^®

Focus Areas

Comprehensive Financial Planning

High-Net-Worth Retirement Planning

Estate Planning

Tax Management Strategies

Growth Investment Strategies

About the Financial Advisor

With more than 30 years of experience in the financial services industry, Bill specializes in retirement and estate planning for higher-net worth individuals. He and his team have been ranked a Top 25 Wealth Advisor group in Minnesota by the Minneapolis/St. Paul Business Journal. Bill is an Executive Officer of Focus Financial Network. He has a B.A. in Business Administration and a minor in Economics from the University of Minnesota, Duluth.

Bill is an active member of the Financial Planning Association (FPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) and regularly speaks on retirement income generation and estate planning issues at industry events. He also enjoys mentoring advisors and beginning investors.

As the leader of our Comprehensive Wealth Management Services team at The Bergstrom Group, Bill is responsible for implementing and overseeing best practices for managing client relationships, developing customized and comprehensive financial plans, implementing tax management strategies, providing tailored and simplified estate planning and directing personalized income and growth investment strategies.

Education and Designations

• University of Minnesota-Duluth, B.A., Business Administration, Minor in Economics
• CFP^® – CERTIFIED FINANCIAL PLANNER™
• FPA – Member of the Financial Planning Association

Personal Life

Bill enjoys spending time with his wife Bev and their family at home, at their cabin or traveling.  He especially appreciates the outdoors, whether it’s spending time planting trees, chopping wood, doing yard work, biking, hiking, fishing or hunting. Bill also enjoys following our Minnesota sports teams.