John R. Bergmann, Chief Financial & Operating Officer

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John R. Bergmann, CPA

President

John Bergmann

John serves as President of Portfolio Solutions® and manages the daily operations. He enjoys developing a team of passionate, experienced individuals in the industry as well as helping the firm grow and succeed by providing full-service wealth management and comprehensive financial planning services to its clients. He is inspired by Portfolio Solutions® clients, who are deliberate savers and role models for success in both their personal and financial lives.

John has more than 25 years of finance, accounting and management experience, and is a Certified Public Accountant in Michigan. He started his career as a Middle Market Group Manager at Deloitte & Touche LLP in Detroit. After Deloitte, he worked as the CFO of a manufacturer in the garment industry. This role included two years on assignment in Italy, successfully completing merger and acquisition work throughout Europe. Most recently before joining Portfolio Solutions®, John was the Director of Finance at a commercial architecture and construction firm. In that role, he worked to successfully navigate the business through multiple years of economic turmoil and emerge as a thriving business to this day.

John graduated from Wayne State University with a bachelor’s degree in Accounting. John earned his CPA designation in 1993 and is currently working towards his CERTIFIED FINANCIAL PLANNER™ CFP® certification.

Areas of Experience:

  • Wealth Management
  • Financial Life Planning
  • Investment Guidance
  • Management
  • Due Diligence
  • Finance
  • Leadership
  • Business Strategy