Pat Bergmaier CFP®, ChSNC™, LUTCF

Pat Bergmaier CFP®, ChSNC™, LUTCF


5290 W. Coplay Rd
Whitehall, PA 18052
Contact Now


My goal is to make sure every one of my clients have a financial future that is secure and set. Your financial goals aren’t just important to your family – they are of the upmost importance to me and my team too. I am committed to helping you achieve those goals by giving advice that is in alignment with your wishes, your hopes & your financial dreams. 

My clients include families with dependents who have special needs & those families have taught me how incredible strength, spirit and commitment to one another can create hope. Those same qualities are the ones I strive to bring to all my clients to create a future & a legacy for their families

Firm Description

Additional Locations

161 Washington St
Eight Tower Bridge - Suite 700
Conshohocken, PA 19428
(215) 317-4143
Berks County
14 Commerce Dr
Reading, PA 19610

Find Me on the Web

Contact Now

Primary Office Location

Get Driving Directions


Tell us about your special needs issue and we will put you in touch with Pat Bergmaier CFP®, ChSNC™, LUTCF

   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.