2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
- With CAPTRUST Since 2020
- 602.468.1232
-
3200 East Camelback Road #300
Phoenix, AZ 85018
Chris Bergthold, CFP®
Financial Advisor,
Relationship Manager
- The Four Agreements by Don Miguel Ruiz
- Dave Grohl, Stephen King, and Scott Van Pelt
- ”A man who can’t bear to share his habits is a man who needs to quit them.” -Stephen King
- Loyalty, grit, and consistency
Financial Advisors
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™ (CFP®)
News & Resources
Resources
Resources
2 months ago
Market Update | July 2023
As we pass the midpoint of 2023, the market...
Resources
5 months ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Resources
5 months ago
Market Update | April 2023
Despite dramatic headlines this quarter, markets have delivered modest results....
