Insurance products are offered through the insurance business Clear Solutions, LLC DBA Bergen Financial Group. Clear Solutions, LLC DBA Bergen Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Clear Solutions, LLC DBA Bergen Financial Group are not subject to investment Advisor requirements.
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Bryce has over 25 years of experience, including 13 years in a variety of non-advisory financial roles prior to earning his CFP® certification in 2013. Since becoming a CFP® professional, he has focused on providing investment-advisory and financial-planning services.
Throughout his career, Bryce has focused on retirement income design, tax-efficient portfolio management, and estate and multigenerational wealth – transfer planning. He has helped manage client portfolios totaling more than $1 billion in assets and is recognized for his ability to help translate complex financial concepts into clear, actionable strategies that empower clients to make informed decisions.
Outside of work, Bryce enjoys hiking, baseball, and spending time with his three children. He recently relocated to Phoenix, where he continues his passion for helping families achieve financial clarity and greater confidence in their
financial future.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.