Broker Check
David Bergman

David Bergman

Financial Advisor

952-905-2242

david@thesfc.com

David joined Strategic Financial Concepts in 2023. A U.S. Army veteran, he served two tours in Afghanistan in support of Operation Enduring Freedom and studied Political Science and Economics at the University of Minnesota.

Before transitioning to financial advising, David gained valuable experience in IT account management and local government. His diverse background provides a unique perspective, enabling him to help clients make informed decisions and achieve their financial goals. David holds Series 7 and Series 66 securities registrations and is actively engaged in furthering his education in personal financial planning.

Outside of his professional life, David is a founding member of Miracle City Church, a Wooddale church plant in Minneapolis. He is also a PPR-certified pickleball instructor and enjoys playing and teaching the sport, biking around the Twin Cities, and spending quality time with his wonderful wife, Rachel.