James Bergis

Chartered Retirement Planning Counselor™

For James, trust is the foundation of a successful investment relationship and he works tirelessly to build that trust; to make client goals a reality.

As a Chartered Retirement Planning Counselor (CRPC™), James takes a client-centered approach to retirement planning to craft a cohesive 'road map' for every stage of the retirement journey.  His expansive skillset allows him to aid clients in identifying and meeting financial goals, unlocking sources of retirement income, navigating personal savings and employer retirement plans, taxes, asset management, estate planning, and much more.

James spearheads the Planning Department and is involved in Business Development initiatives at Authentikos. His unique background, training, and experience allow him to aid Advisors in meeting clients where they are and finding solutions that work along each step of their retirement journey.

All of this gives James a Swiss Army Knife-like quality, but it is the pairing of his sharp logical mind with deep care and regard for the individuals he helps that makes him a truly central piece to the Authentikos community.