Josh Bergman

Josh Bergman is an advisor with The Retirement Studio who specializes in complex financial planning for business owners, executives, and families with complicated financial planning needs. He helps clients in navigating high-level tax strategies, business owner exits, and in-depth investment analysis.

Josh brings a unique perspective with legal, investment, and planning experience. He holds the Chartered Financial Analyst (CFA) designation and also earned his Juris Doctorate from the University of Pennsylvania School of Law. This has provided him with a deep knowledge of tax law, deal structuring, and portfolio management skills.

Clients rely on Josh’s expertise during major moments, like preparing for the sale of a business, managing equity compensation, or analyzing both public and private market investments. He works very closely with clients and the whole advisory team to model out scenarios, analyze risks, and make sure both tax and investment strategies are aligned with the client’s goals.

At TRS, Josh complements the firm’s focus on strong relationships and providing in-depth knowledge of the technical and strategic insights needed to help his clients be successful. He ensures that even the most complex financial situations will be planned thoroughly to align with his clients goals and objectives.