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 cross-functional expertise integrating technical and financial strategies for small and Fortune 500 businesses, including an internship with the Bergstrom Group in 2015. Drew earned his Bachelor of Science in Mechanical Engineering with an electro-mechanical focus from the University of Minnesota Duluth, and he attained his CFP designation in 2023.

As a Financial Advisor in our Comprehensive Wealth Management Services team, Drew manages client relationships, develops customized and comprehensive financial plans, implements tax management strategies, provides tailored and simplified estate planning, researches equities and manages income and growth strategies. An avid investor since junior high, Drew enjoys developing new investment opportunities with innovative technologies and services to help clients achieve their goals.

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.