The David R. Bergmann Group

About

A Tax, Insurance and Business Services Provider

Story

The David R. Bergmann Group is a comprehensive services firm supporting the work the firm does in, and with the process of, comprehensive Life Financial Planning. In our comprehensive "Life Financial Planning" process we focus on the client’s life goals and individual passions in the context of what brings joy, purpose, fulfillment and sense of valued legacy and then we structure their financial affairs and personal resources to enable, inspire and empower them to live their impassioned and fulfilled life.

Our services are provided under a boutique 'personalized relationship’ approach wherein we provide ‘levels’ of services tailored to the specific needs of each client. The boutique approach can provide a combination of comprehensive business and family services, including but not limited to insurance, tax consulting/returns preparation, investment management, retirement and estate planning and office services.

David’s flexible compensation model enables our clients to benefit from the cost synergies of availing themselves of a comprehensive services firm. Compensation models are disclosed and agreed upon in advance and may include commissions, fee based planning (% of assets under management), or fee only planning (flat fee or hourly). In all cases we offer no proprietary products and always place our client's interests first!

We would welcome the opportunity to visit and discuss with you our services in our always free introductory meeting. Our introductory meetings are intended for us to get to know you and what it is that you need to see if our firm is the right fit for your personal circumstances and financial services requirements and for you, the client to see if we are the right fit for your needs.

As always, our focus is on the client!

Disclosure: The work of The David R. Bergmann Group is a distinct and separate activity from David R. Bergmann Investment Advisor and Registered Representative, FNIC (a non-affiliated company).

About David R. Bergmann

ACADEMIA

David has been an instructor in UCLA’s CFP Board Accredited Personal Financial Planning Certificate Program since 1995 and he is a Program’s Academic Review Committee member. David has taught and or teaches Financial Analysis, Employee Benefits/Retirement Plan, Ethics and Federal Income Taxation as well as oversees the Internship program. David was awarded a Distinguished Instructor award from UCI in 2010 for his work there.

PROFESSIONAL CONTRIBUTIONS

David has served as an editorial reviewer for the Journal of Financial Planning since the magazines inception. He has been a reviewer for the FPA’s Financial Planning Perspectives publications and other various National publications. David served from 1988 through 1990 as President of the LA Society of the Institute of Certified Financial Planners (ICFP). He also served on the National Board of the ICFP from 1988 through 1993 having chaired The Educational, The Communications, The Regional Directors and The Case Law Oversight Committees as well as serving a year on the Executive Committee. David has been a mentor and since 2006 has been a Dean in the nationally recognized FPA’s Residency Program.

PROFESSIONAL ACTIVITIES

The David R. Bergmann Group is a comprehensive services firm supporting the work the firm does in, and with the process of, comprehensive Life Financial Planning. In our life financial planning process we focus on the client’s life goals and individual passions in the context of what brings joy, purpose, fulfillment and sense of valued legacy and then we structure their financial affairs and personal resources to enable, inspire and empower them to live their impassioned and fulfilled life.

David was twice named as one of the Top 100 Financial Advisors in the country by Mutual Fund Magazine. He has appeared on CBS Nightly News and in many National print publications, including the Wall Street Journal, Investors Business Daily, Business Week, and others.


Specialties

Our integrated services include

- Comprehensive Financial Planning
- Tax Consulting, Return Preparation and Representation
Before the Internal Revenue Service
- Investment Management Services
- Executive and Small Business Benefit and Retirement
Package Design and Consulting
- Life, Health And Disability
- Family Office Services
- Expert Witness Services

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