Adam Bergeron

Adam Bergeron

Adam Bergeron

Paraplanner
Newington, NH Office
“Do the difficult things while they are easy and do the great things while they are small. A journey of a thousand miles must begin with a single step.”
Lao Tzu

"Lau Tzu was a Taoist philosopher who lived in China between the 6th and 4th century BC. His quote can be applied to many of the challenges encountered in life. Whether training for a marathon or saving for retirement it pays to start early. Though neither is easy at any point, the longer you wait the harder you’ll have to work to accomplish your goal.

I was drawn to the financial planning profession because I want to help reduce the uncertainty and stress that surrounds the financial lives of so many. I believe a little planning goes a long way whether you’re working toward specific goals or simply want to ensure you’re on track for retirement. As a paraplanner I assist the advisors throughout the planning process. I love creating projections and exploring the various ways clients can make their dreams become reality.

Off the clock you’ll find me training for my next race, exploring New England by motorcycle, or practicing archery with my recurve bow."

Adam earned his Bachelor of Arts in English-Journalism from the University of New Hampshire while working as a police officer. After changing career directions, he enrolled in the College for Financial Planning’s CFP® Certification Education Program. He plans to sit for the CFP® Board Exam in 2020 and pursue certification in the coming years. Prior to joining the Cornerstone team, Adam worked as a paraplanner for an independent firm in Exeter.