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Anthony Bergstrom, CPFA

Anthony Bergstrom, CPFA

Financial Advisor,
Relationship Manager

  • St. John’s, MI
  • The Lord of the Rings series by J.R.R. Tolkien

Financial Advisors

Anthony Bergstrom is an institutional retirement plan advisor based in Grand Rapids, MI.

CAPTRUST welcomed Anthony to our team in 2020. As a financial advisor and relationship manager, he is responsible for providing investment advisory services to retirement plans and institutions. Anthony is passionate about implementing highly customized and successful retirement plans for his clients.

Anthony joined CAPTRUST from Plante Moran—one of the nation’s largest certified public accounting, tax, consulting, and wealth management firms—where he served as a relationship manager and retirement plan consultant. He also has prior experience in retirement plan administration from both the recordkeeping and corporate human resources perspective, giving him a unique skillset to utilize when working with clients.

Education

  • Bachelor of Business Administration degree in business economics from Grand Valley State University

Industry Designations

  • Certified Plan Fiduciary Advisor (CPFA)

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2020 and 2021 (CAPTRUST South Michigan)
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