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Jason Bergquist

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Jason Bergquist has worked in the financial services since the year 2000. Building a business, teaching and educating families has become his passion. Jason tried his hand with one of the big financial companies and while working with the Merrill Lynch he realized he missed the lifestyle of going out and meeting with families one on one and helping those that really need the help. Showing people that there are better ways out there and giving someone options to help them accomplish their goals is the most satisfying part of what we do. Being independent truly gives me access to the best products on the market to help people realize they can dream of a better life, especially in retirement. Helping change lives and being able to bring joy and hope back into people’s lives is the most rewarding thing I have ever done. (see testimonials) Sitting down with people and taking all of their puzzle pieces and putting them together to create a beautiful masterpiece and showing them it is possible and they can dream again is such an amazing feeling. I have met so many amazing people in this business and some have become such good friends. I enjoy sitting down with them regularly, at least annually and getting updates on their lives and working with them to accomplish their next goals in life. Jason lives in Riverton, UT with his wife Stacey and their 5 kids.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

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