Meet the Bergen Financial Group
Our team of experienced financial advisors and skilled staff are ready to help you achieve your retirement goals and live your best retirement.
Our Financial Planning Philosophy
We seek to provide the financial clarity, solutions and services that allow you to focus on what you care about most. As independent financial professionals, we have the freedom to partner with the individuals we believe to be best in class and have assembled a team of experienced and knowledgeable professionals to serve and support you across a lifetime of evolving needs.
Our Commitment
We are committed to all aspects of our relationships when working with our clients. We strive to help you create a strategy that fits all your needs and goals in retirement, while remaining transparent and up front about our suggestions along the way.
Darcy Bergen, CRFA
Managing Partner | Financial Advisor
AZ License #7714485
With 30 years of experience serving pre-retirees and retirees, Darcy utilizes a unique approach to informing people on the facets of planning and preparing for stability during retirement. His knack for teaching and strong advocacy for financial literacy has helped him facilitate college classes, seminars and participatory webinars on retirement financing.
Darcy is a financial advisor and Certified Retirement Financial Advisor (CRFA) who can offer investment and insurance products and services. As founder of Bergen Financial Group, he believes in giving our clients a foundation of learning so we can work as partners in retirement planning.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
The IRMAACP (Income-Related Monthly Adjustment Amount Certified Planner) is a certification offered by IRMAA Certified Planner LLC, a for-profit entity. The IRMAACP is not affiliated with, nor endorsed by, the Social Security Administration, Medicare, or any governmental agency. IRMAACP and Medicare services referenced are an outside business activity not offered through or supervised by AE Wealth Management.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S The College for Financial Planning has trademarked MPAS™ and MASTER PLANNER ADVANCED STUDIES™ professional designations.
Take the First Step Today
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.