Jared Bergstrom is a wealth management financial advisor based in Costa Mesa, CA.

Jared specializes in customized wealth management, financial planning, portfolio management, retirement planning and advice.

His prior experience includes eight years with Wells Fargo Advisors, working on a team managing over $1 billion in assets. Jared also spent six years in the United States Marine Corps, attaining the rank of Sergeant (E-5) with multiple meritorious promotions.

Jared graduated from California State University, Fullerton, earning his Bachelor of Arts degree in business finance.

Outside of work, Jared enjoys spending time with his family, being outdoors, and staying involved with his church community.