Susan Bergstrom, Financial Advisor

Financial Advisor
Susan M Bergstrom

21710 Stevens Creek Blvd, Suite 135, Cupertino, CA 95014opens in a new window
CallSend Me a Message

Focus Areas

  • Hispanic Family Finances
  • Healthcare Professionals
  • College Savings
  • Wealth Strategies
  • Domestic Partner Finances
  • Estate & Legacy Strategies

Personal Interests

  • Wine Collecting/Enthusiast
  • Volunteering
  • Spending Time with Family
  • Cooking
  • Health & Nutrition

Team Members

  • Cara Kaiser
    Branch Office Administrator
  • Nadine Doherty
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(408) 418-5203

Fax

(888) 831-6351

Office Address

21710 Stevens Creek Blvd
Suite 135
Cupertino, CA 95014opens in a new window

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