With a background in Finance, Andrew Bergner brings a strong knowledge of financial concepts and markets to the C. Beach Brown team. In other words, he loves analyzing data to fully understand how a portfolio is performing.
Andrew believes effective financial planning starts with understanding each client’s goals, priorities, and values and building a strategy that supports their life today and in the future. He is committed to being a lifelong learner, recognizing that financial planning is an evolving process that must adapt as clients’ lives, goals, and circumstances change over time. Staying current allows him to provide guidance that is both relevant and forward-looking.
Born in Richmond, Virginia, and raised in Olney, Maryland, Andrew graduated from the University of Georgia with a B.B.A. in Finance. He currently holds his Series 7 and Series 66 licenses with LPL Financial.
In his free time, Andrew enjoys playing golf, snowboarding, and watching college football. When he’s in the C. Beach Brown office, he loves “working with clients to help them reach their life goals.”