Connie Bergstrom, CPFA, AIF®

Connie works with the firm’s financial advisors and their retirement plan clients to help find solutions, empowering plan sponsors to act in the best interests of plan participants and their beneficiaries. Connie provides education, marketing and support for all types of retirement plans and is a resource for qualified and non-qualified retirement plans, IRAs and annuities. She joined D.A. Davidson in 1997 with 10 years of prior experience in the financial industry. She holds a bachelor’s degree in business - finance in addition to the Certified Plan Fiduciary Advisor designation through the American Society of Pension Professionals and Actuaries, and the Accredited Investment Fiduciary® certification from the Center for Fiduciary Studies.