Pat Bergmaier

Pat Bergmaier - LUTCF, CFP®

Financial Services Representative

760 Constitution Drive
Suite 100
Exton, PA 19341

Phone: (610)458-8423
Fax: (610)458-7873
Mobile Phone: 215.317.4143
E-mail:

  • Special Needs Planner - MetLife Center for Special Needs Planning: A specially trained professional who assists families plan for the financial future of their children with special needs.
  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
  • Life Underwriter Training Council (LUTC) Member
  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.

Pat, in the industry since graduating Magna Cum Laude from Albright College with a degree in finance in 2005, aligned with BWMG in 2010 bringing with him experience and advanced credentials achieved while working at the MetLife office in Plymouth Meeting.  Pat's experience compliments BWMG's acumen in offering retirement strategies and wealth transfer services to preserve assets and plan for the next generation through estate, business succession and other financial planning strategies.
 
Pat is also a Leaders Conference Qualifier, a MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet thier financial security needs.
 
It is not uncommon to find Pat speaking at local support groups and non-profit organizations, working with individuals and families in educating them on how to properly plan for a dependent with special needs.  He is a member of the following professional and non-profit organizations; Autism Society of America, the ARC, Variety-the children's Charity and NAIFA-National Association of Insurance and Financial Advisors.
 
Pat is a sport enthusiast, having enjoyed an outstanding collegiate baseball career at Albright while twice being named an ESPN The Magazine/Co SIDA Academic All-American and culminating his senior season as Conference MVP.  Pat enjoys spending time with his family and his fiance, Amy and their miniature dachshund Dasher, reading and working out.
 
Pat holds his Series 7, 66, 6, 63 security licenses as well as his life, accident and health insurance licenses and LUTCF and CFP designations.
 
• Certified Financial Planner™ (CFP®) - This certification mark, owned by Certified Financial Planner Board of Standards Inc. (CFP Board), identifies financial planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

• Life Underwriter Training Council Fellow (LUTCF) – This designation, jointly conferred by the National Association of Insurance and Financial Advisors (NAIFA) and The American College, represents accomplishment and professionalism in helping life insurance professionals to establish strong and lasting client relationships.