Alan A. Bergamini, CPA, CFP, PFS
Alan Bergamini is Director of Tax and Financial Planning Services at Berlin Ramos. Alan earned his Certified Financial Planner (CFP) designation in 1984 and has been providing financial planning and estate and trust planning services to individuals and businesses for over 20 years. He also specializes in individual and business income tax planning, having earned the Personal Financial Planning Specialist (PFS) designation from the American Institute of Certified Public Accountants.
- Georgetown University, Washington, DC
- American Institute of Certified Public Accountants
- Maryland Association of Certified Public Accountants (past president and current member)
- Association of Practicing Certified Public Accountants (past president and current member)
What part of your career are you most passionate about?
Helping clients and their families by getting involved with the client’s personal concerns and needs. To provide the best service, I truly believe tax, estate, and financial planning must tie into both the personal and business needs of the client.
What’s one success story that stands out in your career?
A personally rewarding story for me was helping one client establish a family partnership. We were able to save taxes, transfer assets to loved ones, and ease the family’s concerns.
How does your personal life affect how you approach business?
I enjoy travelling and participating in activities with family and friends. This gives me insight and focus on what is important in life for both me and my clients. That is the end goal of all Berlin Ramos services – to help clients solve problems and improve their lives.