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.
- Bachelor of Science degree in finance from Arizona State University
- CERTIFIED FINANCIAL PLANNER™