Pat Bergmaier, CFP®, ChSNC™, RICP®
Pat is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has a passion for working with families. His knowledge and expertise allows him to develop comprehensive and holistic financial plans for his clients that provide the framework for making financial decisions that will help achieve their lifetime and legacy planning goals.
Pat is also a Chartered Special Needs Consultant™ (ChSNC™) This designation has provided Pat with the knowledge to address the unique circumstances and requirements of planning for individuals with special needs, a core focus of his practice. Pat received his Bachelor’s Degree in Finance from Albright College in Reading, PA and holds his FINRA Series 7, 66, 63 & 6 Securities Licenses. Pat began his career in the financial services industry in 2005 after a successful baseball career at Albright where he was awarded Conference Player of the Year during his senior season.
Prior to joining 1847Financial, Pat partnered with the MetLife Center for Special Needs Planning where his passion for working with the special needs community began. He is a board member of the Timothy School in Berwyn, PA which is devoted exclusively to teaching students with autism. He is involved with supporting many special needs organizations such as Ascend – the Asperger and Autism Alliance of Greater Philadelphia, Autism Cares Foundation, Down Syndrome Interest Groups, and PLAN of PA.
In his spare time, Pat enjoys working out, golfing, reading and spending time with his family. He resides in Downingtown, Pennsylvania with his wife Amy, daughter Lily and their mini-dachshund Dasher.