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ROLAND G. BERGMAN
CFP®, ChFC®, CASL®, AIF®, CLU®

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403
Phone:
  • (650) 743-0225
Fax:
  • (650) 403-3103

ROLAND G. BERGMAN, CFP®, ChFC®, CASL®, AIF®, CLU®

 Specializing in:

 -  Comprehensive Financial Planning

 -  Retirement Income and Distribution Planning

 -  Wealth Management

 -  Investment Advisory

 -  Retirement Plan Rollovers for Individuals

 Establishing Retirement Plans for Businesses

 -  Alternative Investment Strategies

 

 

    Call or email today for a complimentary financial review!

(650) 743-0225  |  Roland@GFAinvestments.com

Flipbooks

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Calculators

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck