Jesse Bergland

Jesse J Bergland

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • CAP®
  • RICP®
FINRA BrokerCheck
  • CA License: #0K61789

18258 Minnetonka Blvd, Ste 201
Deephaven, MN 55391
952-234-4521 Visit my website

About my practice

I specialize in working with individuals within 20 years of retirement looking to refine their current planning. I do this through a comprehensive planning process that allows clients to stay on track for their highest value goals. Together we build a plan that helps integrates the need to manage the impact of taxes, liquidity needs, and minimizes the risk of worst case scenarios.

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