LifeSteps Financial

Meet Eric Bergquist, Director of Concierge, Chief Financial Officer at Lifesteps Financial:

Eric manages the firm's finances and works closely with our Concierge clients, bringing precision, clarity, and confidence to the business and the clients he serves. He organizes complex details behind the scenes, manages complex financial systems, and uses his background in financial management, operations, and leadership to turn complexity into peace of mind.

Eric received his BA with a concentration in accounting and a minor in Economics from California State University and completed the Stonier Graduate School of Banking at the University of Pennsylvania, where he earned a Wharton Leadership Certificate - a rigorous program that deepened his expertise in strategic financial management, leadership, and organizational development.

Fun fact: Eric once completed the World's Toughest Mudder — running 50 miles over 24 hours in the Las Vegas desert — and is now training to complete all seven Abbott World Marathon Majors. We're grateful to have someone who brings the same dedication to the office as he does to the finish line!

It can feel normal to say you're looking for advice when planning your financial future, but advice only takes you part of the way and can feel like "Here's what I think you should do, now run with it and go do". When you take a step back, you realize what you were really looking for was a partnership all along. At Lifesteps we're committed to a high-level standard— a True Partnership with you. We're on your side, in your shoes and we care about what's in your best interest. We combine proactive guidance, disciplined processes, and a hospitality-driven experience to make your financial life feel clear - the true partnership you've been searching for all along.

In our experience, understanding your investments lines up with understanding where you want to invest your time. What does an investment look like to you? Visit Lifesteps Insights to learn more about clear, practical insights on personal finance, investing, market trends, and strategies to help you make smarter financial decisions.

https://lifestepsfinancial.com/insights/

If you own a family business and are planning to sell to the next generation it's important to bring together all of the different financial pieces, but there's also the emotional impact that comes with this decision. We take the time to understand your story, laying out avenues and financial choices to find together the avenue forward that will bring clarity and ultimately what's best for your family and your peace of mind.