Darcy Bergen

With over three decades of experience in the financial services industry, Darcy Bergen brings a unique approach to retirement planning and preparation for stability during retirement. His passion for teaching and advocacy for financial literacy has led him to facilitate college classes, seminars, and participatory webinars on retirement financing.

Expertise and Credentials

Darcy is a seasoned financial advisor and Certified Retirement Financial Advisor (CRFA), offering a comprehensive range of investment and insurance products and services. As the founder of Bergen Financial Group, he is committed to providing clients with a foundation of learning, working as partners in retirement planning.

Bergen Financial Group's Philosophy

At Bergen Financial Group, we strive to earn our clients' confidence every day through two distinct advantages:

1. Listening: Retirement planning is centered around you, and we prioritize understanding your unique retirement needs and goals. By listening attentively, we can customize a plan that aligns perfectly with your objectives.
2. Simplifying the Complex: Financial planning can often seem daunting and overwhelming. We believe in cutting through the jargon to ensure you grasp the essential concepts needed for a successful retirement plan. Our goal is to provide you with confidence in the plan we build together.

Independence and Objectivity

Established in 2003, Bergen Financial Group is an independent company with the freedom to select products that best fit your goals, rather than being constrained by the needs of a large corporation. We remain committed to providing unbiased advice and tailored solutions designed to meet your specific needs.

Responsive and Friendly Service

We pride ourselves on being responsive and friendly, ensuring that our clients' needs are met with the utmost care and attention. While we have the capabilities to handle complex retirement needs, we maintain a personal touch, with real people always available to assist you.

Network Professional Disclosure

Darcy Bergen operates within Bergen Financial Group as the Managing Partner and Financial Advisor. While he collaborates with Vista Wealth Network, PLLC to provide comprehensive services to clients, Darcy maintains independence in his role. He is not directly employed by Vista Wealth Network, PLLC, and Bergen Financial Group operates as a separate entity.

Contact Darcy Bergen, CRFA