Richard L. Bergen,  CFP<sup>&reg;</sup> - Financial Advisor

Richard L. Bergen, CFP®

CPA, PFS

President

RLB Wealth Planning, Inc.

1325 Franklin Ave, Ste 235
Garden City, NY 11530
FINANCIAL ADVISOR'S WEBSITE
(516) 741-1430

General

Richard Bergen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RLB Wealth Planning, Inc. in Garden City, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: NY, NJ, FL,
  • Health/disability insurance: NY, NJ, FL,
  • Fixed annuities: NY, NJ, FL,
  • Variable annuities: NY, NJ, FL

Broker-Dealer Affiliation

Cadaret, Grant and Co., Inc.

Broker-Dealer Disclaimer

Securities through Cadaret Grant & Co. member FINRA and SIPC (RLB Wealth Planning and Cadaret Grant are separate entities)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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