Paul Bergeron

Paul Bergeron

~
Sausalito, California, United States

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Work Experience

Wealth Enhancement Group

Senior Vice President, Financial Advisor

2024-05-01 - Present

Paul Bergeron Real Estate

Real Estate Broker

2004-01-01 - Present

Osaic

Senior Investment Advisor

2023-11-01 - 2024-05-01

The Retirement Group LLC

Registered Investment Advisor

2015-01-01 - 2024-04-01

FSC Securities

Senior Investment Advisor

2011-03-01 - 2023-11-01

Sales inMOTION

President

1997-07-01 - 2004-12-01

TriMedia

President

1988-01-01 - 1997-06-01

Skills

financial planning investment management tax strategies risk management insurance estate planning group retirement plan consulting retirement income planning

Languages

English