John began his investment career in 2000 as a planner with Transamerica. John is a Certified Financial Fiduciary® (CFF), has his Series 65 license, as well as his Life& Health license. He is incredibly passionate about educating individuals and families on finances. For John, it is so rewarding to help his clients reach their financial goals and aspirations, plan for their future retirements, and help them prepare for difficult financial times. John is known for giving his clients the greatest of care and views each one of them as dear friends. John’s writings have been published in many news outlets including Forbes, MSN Money, Yahoo! Finance, U.S. News & World Report, Investopedia and more. John lives in Riverton, Utah with his wife and 6 children. He is an avid sports fan and spends his free time cheering on his children at their various sporting events.

Proud Veteran Supporter!

My grandfather served on the front lines in WWII as a young man including in the battle of the bulge and many others and as such, I am passionate about helping those in the military. I also have 2 brothers in law currently serving in the Air Force. I also sit on the board of a non-profit organization that has served gold star families for many years. I LOVE my country and am happy to give back to those that continue to serve

Designations & Certifications

  • Certified Financial Fiduciary
  • Investment Advisor Representative
  • Registered Investment Advisor

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained therein constitutes a solicitation, recommendation, endorsement, or offer by Lift Financial or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.

1 Review for John Bergquist

HelpVet

991 Reviews

We are pleased with his knowledge and ability to translate it into something we understand.

5/ 5

John has taken care of our financial goals for several years now. We are pleased with his knowledge and ability to translate it into something we understand. The products/investments have been managed well. And we always get a quick response to any question we might have. He is accessible and has been honest with us in our meetings with him. Highly recommend Lift Financial! ~ Margo Lamoreaux ~

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Additional Details

  • Do You Offer Military Discounts:No