top of page
Golden Gate Bridge at sunset from Battery Spencer viewpoint

 ROLAND G. BERGMAN
CFP®, ChFC®, CASL®, AIF®, CLU®

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403

Phone:

(650) 743-0225 (Calls ONLY), (650) 822-0802 (Text ONLY)

E-mail:

Roland@GFAinvestments.com

  • Linkedin

ROLAND G. BERGMAN, CFP®, ChFC®, CASL®, AIF®, CLU®

Professional headshot of a smiling man with glasses.

 Specializing in:

 -  Comprehensive Financial Planning

 -  Retirement Income and Distribution Planning

 -  Wealth Management

 -  Investment Advisory

 -  Retirement Plan Rollovers for Individuals

 -  Establishing Retirement Plans for Businesses

 -  Alternative Investment Strategies

Call or email today for a complimentary financial review!

(650) 743-0225  |  Roland@GFAinvestments.com

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck