As a Financial Planner and small business owner, Eric’s mission is to assist individuals, families, and other business owners in defining and achieving their financial goals. His goal is to become a lifelong resource to his clients and community, and he is dedicated to assisting people with high ambitions achieve success by offering a holistic financial planning experience, with advice that puts client interests first, tailored to their needs and goals, and monitored with care.
Drawing on experience in both being an advisor and a manager at other organizations, Eric created Bergenn Financial Group, LLC in order to create an independent financial planning and advisory business with no ties to any particular investment or insurance company products. Bergenn Financial Group was founded on certain core values, among which are empathy, compassion, integrity, authenticity, value, and trust.
Eric studied Economics and Philosophy at Central Connecticut State University. He has been a financial professional since 2013. Eric serves on the Board of Trustees for the Noah Webster House and West Hartford Historical Society, is a proud member of the West Hartford Chamber of Commerce and West Hartford Center Business Association, and an active participant in the community.
Eric lives in West Hartford, CT with his wife Lauren, their daughter Shaye, and their son Jack. Lauren is a Registered Nurse in the NICU at CT Children’s Medical Center. The Bergenn family is often out enjoying live music, going for walks & hikes, visiting the shops and restaurants in West Hartford center, or exploring New England.
Eric is licensed to sell securities in: CA, CO, CT, MA, NY, NJ, OH, SC and insurance in: CA, CT, MA, ME, NY, NJ, OH, SC.
State of Domicile: CT : CA Insurance License #4046262