WLFB Inc.
About our Staff
Mark Bergeron CFP®
CEO
Mark got into financial planning through the life insurance route. He began at Penn Mutual where he met a "real financial planner" in 1980, which influenced his decision to pursue financial planning.
He works at WLFB Inc., which is a boutique RIA. It's a real family business with him, his wife, and his son as its only employees. They work with professionals, executives, business owners and retirees , with a sub-specialty in working with TIAA-CREF participants. They offer their clients cash flow and taxation management, estate planning guidance, risk management advice, and retirement planning. How WLFB differs from most other financial planning firms is they don't manage money--they manage managers. If a clients desires investment advice Mark will introduce them to a pre-screened investment advisor to manage the client's portfolio and WLFB will be paid 50% of the manager’s fee to cover all planning services and relationship management time in the future.
Considering Mark's many years in the profession, it's obvious he likes financial planning. When asked what he likes most about the profession he responded, " I work with my brain and not my back and never intend to quit until I do not recognize the chap looking back at me in the mirror!"
Nicholas Bergeron, Vice President and Director of Risk Management
Nicholas is the director of the Risk Management practice at WLFB Inc. He has been with the company since its inception. When not on "company business" Nick spends his free time doing automotive marketing and social media for Concorso Italiano. Concorso is the largest Italian car show in the world. It takes place during automotive week in Monterey California in August of every year. He is also the Co-Host of The Avants Podcast. The Northwest's premier automotive podcast. "It's a car show about people"
Jonnie Bergeron
CFO
Jonnie is Chief Finical Officer and was appointed based on the fact that she was the only one in the company that can count to ten without using their fingers.
WLFB Inc. is a registered adviser with the state of Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.