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Meet With Richard Bergeron, CFP® , ChFC
Credentials and Education
• CERTIFIED FINANCIAL PLANNERTM Practitioner
• Chartered Financial Consultant (ChFC)
• FINRA Series 7, 24, 63, and 65 Registrations
• Life, Accident, and Health Insurance License
• B.A., Rhode Island College, Providence, RI
Prior Professional Experience
• Director of Financial Planning, The Providence Agency, MassMutual Financial
• Director of Financial Planning, Northeast Region, Prudential Financial
Planning Services
• Vice President/Senior Analyst, Citizens Financial Services, Inc.
• Advanced Planner/District Manager, American Express Financial Advisors
• U.S. Army Officer/Commander, Commanded while on Active Duty in Germany
and locally with the Rhode Island Army National Guard
Personal
• Adjunct Professor, Certificate in Financial Planning
Executive Development Center, Bryant University
• Treasurer and Member of the Board
Bristol County Estate Planning Council
• Inducted into Global Register’s Who’s Who in Executives and Professionals
Richard is looking forward to meeting you. If you would like to set up a personal appointment, you can reach him at Mansfield Bank directly at 508-851-3603 or e-mail at richard@mcbfinancial.com.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Investments are not FDIC Insured and are subject to risk including loss of principal amount invested. Investments are not deposits of or obligations of the bank and are not guaranteed.
This communication is strictly intended for individuals residing in the states of CT, FL, MA, NC, RI and TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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Set Up An Appointment
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