Meeting Planners

Bio for Programs

Jerry Bergner is a Financial Advisor and Life Business™  speaker, trainer, and coach who guides individuals and team members in seamlessly aligning their work with their deepest passions—creating purpose-driven lives that are worth investing in. Jerry pulls from his diverse background—ranging from leading a successful construction company where he mastered the art and science of creating people’s dream homes to serving as a senior advisor in the financial services industry for 20 years. Through his interactive workshops and personalized coaching, Jerry helps his clients create realistic and comprehensive life plans that focus their time, talents, energy, and money in the areas that bring them the most satisfaction and reward. He presents regularly for associations, corporations, educational groups, senior centers, and more—and for such esteemed groups as Duke University, the Public Library System, and UNC.


Feel free to use this photo in your program and marketing.

Jerry Bergner, Life Business Financial Advisor

Jerry Bergner LifeBusiness Coach and Mentor

A/V Requirements

If the room is large enough to require it, Jerry requests a lavaliere microphone.

Pre-Event Questionnaire

Attention Meeting Planners, Jerry will provide you with a questionnaire upon booking so that he can customize your experience.