Scott Bergan Email & Phone Number
Owner @ Vineyard Financial Group
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Scott Bergan Location
- Scottsdale, AZ, US
Scott Bergan Work
- 2006 -now Owner @
- 2006 -now Senior Wealth Manager @
- 2002 -2006 Senior Financial Advisor @ New England Securities
- 1999 -2002 Financial Advisor @ American Express Financial Advisors
- 1999 -2002 Insurance Agent @ IDS Life Insurance Company
Scott Bergan Education
- College for Financial Planning
AWMA (Wealth Management)
2007-2008 - The American College of Financial Services
ChFC,CLU (Financial Planning)
2003-2005 - University of Colorado Boulder
BA, cum laude (Psychology)
1976-1980
Scott Bergan Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Pensions
- Fixed Annuities
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Investments
- Variable Annuities
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Strategic Financial Planning
- Financial Goals
- Long Term Care
- Disability Insurance
- Wealth
- Long Term Care Insurance
- Personal Finance
- Retirement
- Fee Based Advisory Services
- Securities
Scott Bergan Summary
- Scott Bergan, based in Scottsdale, AZ, US, is currently a Owner at Vineyard Wealth Managment, LLC. Scott Bergan brings experience from previous roles at Vineyard Financial Group, New England Securities, American Express Financial Advisors and IDS Life Insurance Company. Scott Bergan holds a 2007 - 2008 AWMA in Wealth Management @ College for Financial Planning. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Pensions, Fixed Annuities and more. Scott Bergan has 1 emails on RocketReach.
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