A little about me and my life

I am Charles Bergamo.  I am a descendent of Italian immigrants, born and raised in New Jersey, father of four adult children, former trial lawyer and tax court consultant.  

Currently I am actively involved in the area of planning for individuals with special needs.  I also serve as Vice Chair of the Connecticut Council on Developmental Disabilities and as Chairperson to the State of Connecticut Department of Developmental Services West Regional Advisory Council. These are voluntary advisory positions. I strive to be actively involved in my youngest daughter's disability organization (Syn-gap 1).

In addition, I have had the honor of speaking to national groups on the issues surrounding planning for individuals with special needs.  As a parent of a child with special needs, one of my goals and passions is to pass that knowledge along to help those families with a disabled child, provide for and take care of the person they love.

For your convenience, I have offices in New Haven and West Hartford.

Professional connections

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment where our conversations are open and supportive.  Do you have any questions? I'm here for you.  My goal is to provide you the best experience possible by truly listening to your needs and guiding you every step of the way.

Associations and Memberships

  • Chairperson of the Department of Disability Services (DDS) Advisory Council Western Region
  • Member of the Connecticut Council on Developmental Disabilities
  • Member of the Association of Special Needs Planners
  • Connecticut Bar association
  • Syn-GAP 1 Facebook group
  • Lutheran and Assembly of God church affiliations
  • Connecticut counsel for non-adversarial divorce

Designations

  • CLU® - Chartered Life Underwriter (CLU®)
  • ChFC® - Chartered Financial Consultant (ChFC®)
  • ChSNC - Chartered Special Needs Consultant™
  • CDFA® - Certified Divorce Financial Analyst (CDFA®)
  • WMA - Wealth Management Advisor
  • JD - Juris Doctor-graduate of Fordham School of Law

Lending support in the community is my heart

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. I also assist several other non-profit organizations with resources for special needs and other challenges.  Here are some of the organizations we partner with:

Different religious dominations

Syn-GAP1 support and Facebook groups

Connecticut Bar Association

Connecticut counsel for non-adversarial divorce

See above section

🌟Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

🌟Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF) is a cause close to my heart. They fund critical childhood cancer research, raises awareness, and support families navigating the unimaginable journey of a child with a cancer diagnosis. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours to fight childhood cancer. For our family, this mission is personal. We've experienced firsthand the trials of childhood Leukemia, and I know how vital these resources and research advancements are for families walking that difficult road. 💛Every dollar makes a difference. Every hour of research brings hope.💛

Alex's Lemonade Stand logo

My areas of expertise are at your disposal

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline