Drew Bergstrom, CFP^®

Focus Areas

Estate Planning Strategies

Comprehensive Financial Planning

Equity Analysis

Tax Planning

About the Financial Advisor

Drew joined The Bergstrom Group at Focus Financial in 2021 and brings more than five years of small and Fortune 500 business experience to the team. Drew earned his Bachelor of Science in Mechanical Engineering with a focus in electromechanics and magnetism from the University of Minnesota Duluth. Drew obtained his CFP® in September of 2023.

As a Financial Advisor in our Comprehensive Wealth Management Services team, Drew assists with the management of client relationships, developing customized and comprehensive financial plans implementing tax management strategies and managing income and growth strategies.

Education and Designations

• University of Minnesota – Duluth, Bachelor of Science, Mechanical Engineering
• CFP^® – Certified Financial Planner^™
• Series 7 & 66

Personal Life

Drew enjoys spending family time together with his wife, Maddie, and their two young girls. He also enjoys fishing, hunting, camping, and golfing with friends and family.