JOHN R. BERGMANN, CPA, CFP®

John serves as President of Liberty Wealth Advisors® and manages the daily operations. He enjoys developing a team of passionate, experienced individuals in the industry as well as helping the firm grow and succeed by providing full-service wealth management and comprehensive financial planning services to our clients. He is inspired by Liberty Wealth Advisors® clients, who are deliberate savers and role models for success in both their personal and financial lives.

John has more than 25 years of finance, accounting and management experience, and is a Certified Public Accountant in Michigan. He started his career as a Middle Market Group Manager at Deloitte & Touche, LLP in Detroit. After Deloitte, he worked as the CFO of a manufacturer in the garment industry. This role included two years on assignment in Italy, successfully completing merger and acquisition work throughout Europe. Most recently before joining Liberty Wealth Advisors®, John was the Director of Finance at a commercial architecture and construction firm. In that role, he worked to successfully navigate the business through multiple years of economic turmoil and emerge as a thriving business to this day.

John graduated from Wayne State University with a bachelor’s degree in Accounting. John earned his CPA designation in 1993 and has also attained the CERTIFIED FINANCIAL PLANNER™ certification.

Areas of Experience:

• Wealth Management
• Financial Life Planning
• Investment Guidance
• Management
• Due Diligence
• Finance
• Leadership
• Business Strategy