Chris Bergthold, CFP®

Financial Advisor,
Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Chris Bergthold is a wealth management financial advisor based in Phoenix, AZ.

Chris joined CAPTRUST in 2020 through MRA Associates and has nine years of experience serving high- and ultra-high-net-worth individuals and families in the Phoenix area. He also spent six years preparing and reviewing tax returns within the Phoenix office’s in-house tax practice. Today, He provides investment and wealth management advice to high-net-worth families and individuals.

Chris holds a Bachelor of Science degree in finance from Arizona State University and the designation of CERTIFIED FINANCIAL PLANNER™. Outside of work, he and his family enjoy skiing, hiking, and spending time outdoors.

Education

  • Bachelor of Science degree in finance from Arizona State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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