Derek A. Bergfeld

Born and raised in Orange County, I've always had a passion for finance and economics. After earning my degree in Finance and Economics, I embarked on a journey to help individuals and families navigate the complexities of wealth management and financial planning.

Outside of the world of finance, you'll often find me indulging in my diverse interests. From the adrenaline rush of mountain biking to the tranquility of scuba diving, I believe in living life to the fullest. Traveling also holds a special place in my heart, allowing me to explore new cultures and gain unique perspectives.

In 2023, I embarked on another exciting chapter of my life as I exchanged vows and tied the knot with the love of my life, Chelsea. Now, with a newborn daughter, family has become even more precious to me. As a dedicated husband and new father, I understand the importance of financial security and planning for the future.

I currently hold both the Series 7 & Series 66 licenses through LPL Financial