Nancy Bergstrom (CAP, CFP®)

Nancy Bergstrom focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

About

Be Financial is a boutique advisory firm with a holistic approach. That means we work with a small number of clients who share our belief in sound planning, clarity and transparency. With a limited clientele, we’re able to spend more time getting to know you, develop plans that meet your unique needs, and execute on the small details that make a big difference. 

About Nancy Bergstom

Nancy Bergstrom is the president and founder of Be Financial. Nancy has been advising high net worth individuals for more than 20 years, always with an emphasis on bringing order and reason to complex personal and family financial situations. She is a Certified Financial Planner ™ (CFP ® ) and a Chartered Advisor in Philanthropy® (CAP ® ). Nancy is a graduate of the University of Wisconsin–Madison.

Nancy is supported by BAM Advisors Services, which provides back office support, trade execution, and other services to more than 140 independent advisor firms across the country. As part of the BAM community, our clients benefit from the collective experience of hundreds of advisors as well as national thought leaders in finance and investing.

Our minimum account size is typically $500,000. However, smaller accounts can be accommodated in some circumstances. For your protection, all accounts are held at a nationally recognized custodian who employ some of the most sophisticated technologies and best practices available to make certain that your assets and account information are protected.

Holistic approach / Fee-only / Coordination with other advisors / Multigenerational perspective / Philanthropic strategies 

Additional Information

Nancy Bergstrom is president and founder of Be Financial Wealth Management, a firm that partners with individuals, families and businesses to help them map out and achieve their financial goals. 

After spending more than 20 years in the industry, Nancy understands the many facets of planning for life’s goals.  While living in Boston, Nancy focused on the research side of investments working in an International Equity Research Department.  When she moved back to Minnesota she realized that her true passion lay in collaborating with clients to develop a comprehensive, wealth management plan that can help them achieve their goals.  Whether it is working with young professionals starting out on their road to financial freedom, couples preparing for retirement or individuals going through a transition, Nancy strives to make the financial process less intimidating and easier to understand for her clients.

In addition to working with individuals and families, Nancy also helps businesses with their retirement plan offerings. 

Nancy is a University of Wisconsin – Madison graduate and holds the CFP® (CERTIFIED FINANCIAL PLANNER™) and CAP® (Chartered Advisor in Philanthropy) designations. 

In her spare time, Nancy is an active volunteer with local nonprofits that include The Minneapolis Foundation, Children’s MN Hospital and IOCP.

Nancy enjoys spending time with her family, which includes husband, Paul, and two teenage daughters.  Watching hockey, kayaking and being at the cabin are a few of her interests.

NAPFA Start Date

November 06, 2017

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This Office

601 Carlson Pkwy Ste 1050 Minnetonka, MN 55305-5219 Phone: (612) 217-2172