Hello!

Darcy Bergen

is a financial advisor

About Me

Darcy Bergen grew up in Canada and moved to New Zealand with my parents for 4 years. My father started a church there. I then went to boarding school in Malaysia for 8th grade. Then back to Canada for high school and college. Regina, Saskatchewan. I was the captain of the wrestling team in high school and was provincial champion 3 times. At age 21 started in the life insurance business and then graduated into the investment business at age 24. Did that until 2000 and moved to Phoenix in the summer of 2000. Got back into financial planning in 2003 and became a fiduciary (licenses 65) in 2015. I started Clear Solutions LLC, DBA Bergen Financial Group in 2003, 2018, 2017, 2016, 2015, 2014, 2013. Was in the top 20 advisors in sales with Midland National life annuity division. Started www.bergensmission.com in 2008 after my parents were brutally attacked by 7 Kenyans while living in Kenya doing missions such as orphanages, drilling water, etc. Currently running Bergen Financial with 6 staff and 8 advisors. Currently writing a retirement book. Finished 4 years on radio co-hosting with my wife: safe money and income with Darcy and Heather Bergen.

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Portfolio

Darcy Bergen Portfolio

Recent News

When a Roth Conversion Makes Sense from Darcy Bergen
March 1, 2021

When a Roth Conversion Makes Sense from Darcy Bergen

Darcy Bergen believes that more people are taking advantage of savings by converting to Roth accounts. According to CNBC news, you could end up saving $41,000 on an IRA worth $1,000,000. This is based on the unique situation of recent stock runoffs, Darcy Bergen said.   If you’re stuck between panicking over sudden downturns and […]

The Obscure The Social Security Rule that is Saving People Thousands
March 1, 2021

The Obscure The Social Security Rule that is Saving People Thousands

Having begun a successful life insurance company at age 21 in 1997, Darcy Bergen has more than 20 years of hands-on experience in financial risk management, financial planning, and retirement. Having worked in New Zealand, Canada, and The United States, he has developed a wealth of understanding in this field of expertise.   Today, Darcy […]

March 1, 2021

Darcy Bergen Discusses the Different Types of IRAs and Their Role in Retirement

Saving For Retirement is a Major Issue, and there are Multiple Types of IRAs Available, which Darcy Bergen Is Here To Discuss When it comes to saving for retirement, many people in the United States are simply falling short. The reality is that unless people listen to Darcy Bergen and plan ahead for retirement, they […]

January 25, 2021

Darcy Bergen Shares His Philosophy on Retirement Strategies in an Economic Downturn

Darcy Bergen Shares His Thoughts on Retirement Strategies in an Economic Downturn Darcy Bergen, a prominent financial planner, recently shared expert advice on how individuals can plan or adjust their retirement finances during a downturn. As the founder and managing partner of Bergen Financial Group, Darcy has a wealth of experience in income planning for […]

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