Bergman, Morales, Parker & Walsh 

Financial Advisors

Coastal Wealth, a member of the MassMutual Financial Group

Kristina M. Bergman

Kristina M. Bergman

Financial Services Representative

Phone: (561) 207-2311
E-mail:
 

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client. 

PRODUCTS AND SERVICES

      Individuals and Family

  • Retirement Planning
  • Life, Health, and Dental Insurance
  • Annuities – Fixed, Immediate, Variable
  • Disability Income & Long Term Care Insurance
  • Estate Planning Strategies
  • IRA Rollovers & Consolidations
  • Pension Payout Alternatives and Rollovers
  • Roth IRAs
  • Mutual Funds
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Financial Profile

     Business

  • Group Insurance: Health, Dental, Life, Long Term Care,  Disability Income, & Supplemental Plans
  • Retirement Plan Funding: 401(k), 403 (b),  Simple IRA, SEP & Roth IRA Plans
  • Deferred Compensation Plans
  • Key Person Insurance
  • Buy-Sell Agreement Funding

QUALIFICATIONS

  • Licensed to sell Life and Health insurance in FL, MI, VA and PA
  • Nine years in the insurance industry
  • Registered to offer investment products in FL

PERSONAL

  • Resident of Palm Beach County
  • Family: Married to AJ with one son, August
  • Hobbies: Yoga, Mountain Climbing and Biking, Body Surfing, Paddle Boarding, Jiu Jitsu, Music, Gardening, Camping, and Travel

ORGANIZATIONS

  • Member of Human Resources Association of Palm Beach County (HRPBC)
  • Member of Financial Advisor Resource Group
  • Member of Financial Services & Social Media
  • Member of Linked Local Palm Beach
  • Member of NAHU, National Association of Health Underwriters
  • Member of Retirement Plans & Annuities
  • Member of Young Professionals in South Florida

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.  . Kristina Bergman  is a registered representative of and offers securities through MSI Financial Services, Inc. Member SIPC.  Supervisory address: 2400 E Commercial Blvd, Suite 1100, Fort Lauderdale, FL 33308. Tel. 954-331-5100.  L1016481073[exp1117][FL]

Contact Information:

Coastal Wealth

250 S. Australian Ave. Suite 1200
West Palm Beach, FL 33401

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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