Todd Bergstrom, Financial Advisor

FINANCIAL ADVISOR
Todd Bergstrom

CFP®, AAMS™
21710 Stevens Creek Blvd, Suite 135, Cupertino, CA 95014opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Charitable Giving
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Podcasts
  • History and Museums
  • Gardening
  • Astronomy
  • Rowing

Team Members

  • Nadine Doherty
    Branch Office Administrator
  • Cara Kaiser
    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) 973-0629

Fax

(888) 831-6351

Office Address

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

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