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John Bergstrom

Professional designations
CFP, ChFC, CLU
Firm or Broker/Dealer name
Cardinal Wealth Advisors, LLC
States licensed in
Edina
,
Minnesota
Areas of expertise
Languages spoken
English
Time Zone
John provides investment advisory services typically referred to as wealth management. This means that we evaluate a client’s financial picture to help us ensure that their overall financial needs and goals are addressed. Depending on the breadth of each client’s needs, we may provide wealth management services that help them with retirement, education saving, risk management, legacy planning, and other areas. After evaluating a client’s financial picture, we will recommend appropriate strategies to address areas of a client’s financial situation.