Pat Bergmaier, CFP(R), ChSNC(TM)
Pat Bergmaier, CFP(R), ChSNC(TM)

Profile Details

Contact Name:
Pat Bergmaier, CFP(R), ChSNC(TM)
Group:
Active Professional Organization Member
Email 1:
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Last Name 1:
Bergmaier, CFP(R), ChSNC(TM)
First Name 1:
Pat
Address 1:
161 Washington St, Suite 700
Address 2:
Eight Tower Bridge
City:
Conshohocken
State:
PA
Zip:
19428
County:
Montgomery
Work Phone:
215-317-4143
Age Served:
all ages
Directory Description:
As a CERTIFIED FINANCIAL PLANNER (CFP) and a Chartered Special Needs Consultant (ChSNC), these designations have provided Pat with the knowledge and expertise to address the unique circumstances and requirements of planning for families that have dependents with special needs, the core focus of his practice. Special Needs Planning addresses these key areas of planning: protecting & maximizing government benefits, creating the correct estate planning framework and analyzing funding strategies to provide for lifetime care & quality of life in the most tax-efficient manner possible.
Organization:
1847Financial
Professional Category:
Financial Advisor
Resource and Professional Directory:
Yes
Title:
Chartered Special Needs Consultant(TM)
URL:
http://www.1847financial.com
Social Groups -Support Groups - Workshops-Classes:
Workshops