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https://www.bergquistwang.com/
BERGQUIST WANG is a boutique firm with the mission of providing highly-personalized, comprehensive, and fee-only financial planning and investment advisory services to clients seeking creative solutions to their unique individual …
https://www.downtownsb.org/go/bergquist-wang-llc
1114 State St. Suite 300. Santa Barbara, CA 93101. Phone: (805) 568-5313. visit website. HOURS. Monday: 9:00 am - 5:00 pm. Tuesday: 9:00 am - 5:00 pm. Wedensday: 9:00 am - 5:00 pm.
https://www.yellowpages.com/santa-barbara-ca/mip/bergquist-wang-466336623
Get reviews, hours, directions, coupons and more for Bergquist Wang at 1114 State St Ste 300, Santa Barbara, CA 93101. Search for other Financial Planning Consultants in Santa Barbara on The Real Yellow Pages®.
https://www.chamberofcommerce.com/united-states/california/santa-barbara/financial-planning/2003795102-bergquist-wang-llc
Bergquist Wang LLC is located at 1114 State St Ste 300, Santa Barbara, CA 93101. Bergquist Wang LLC can be contacted at (805) 568-5313. Get Bergquist Wang LLC reviews, ratings, business hours, phone numbers, and directions.
https://www.wealthminder.com/financial-advisors/advisory-firms/bergquist-wang-llc/1912/
Michael Bergquist (CRD# 1378702) is an Investment Advisor Representative working at Bergquist Wang, LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry. Michael Bergquist has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP Certification Examination, pass …
https://www.bergquistwang.com/hidden-page
FOUNDING PARTNER Jonathan founded BERGQUIST WANG in 2013. Prior to the formation of the firm, he worked alongside Michael since 2000. After completing his B.A. in Business Economics (emphasis in Accounting) at UC Santa Barbara, Jonathan became one of the youngest CFP® certificants (age 22) and continued on to earn his Juris Doctorate (emphasis in Business Law) …
https://smartadvisormatch.com/advisor-network/california/jonathan-wang-4196411
Jonathan Wang is a certified financial planner whose office is in Santa Barbara, California. Currently an advisor at Bergquist Wang, LLC, Wang has 20 years of work experience in the financial advisory industry. Wang is registered to work with customers based out of California.
https://radientanalytics.com/firmdetails/9227/
Firm Details for BERGQUIST WANG, LLC, Location: California, AUM = 73483746.00, Last Form ADV Filed : 11-August-2021, Officers: WANG, JONATHAN, KAE-CHI, WANG, JONATHAN ...
https://www.wealthminder.com/financial-advisors-santa-barbara-CA/helen-perez/436166
Helen Perez (CRD# 6931832) is an Investment Advisor Representative working at Bergquist Wang, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry. Helen Perez has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness …
https://smartadvisormatch.com/advisor-network/california/helen-perez-6931832
Bergquist Wang, LLC is a company operating out of Santa Barbara, California. It oversees $94 million in total assets across its 125 customer accounts, making it one of the smaller firms in the country by assets under management. Of its 125 accounts, 61% belong to high-net-worth investors who have more than $1 million in assets. ...
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