Fazio & Micheletti is a financial firm located in San Mateo, CA, specializing in comprehensive financial planning, retirement income and distribution planning, wealth management, investment advisory, and retirement plan services for individuals and businesses. Led by Roland G. Bergman, a Certified Financial Planner (CFP) with multiple professional designations, the firm offers a range of services including long-term care insurance, life insurance, disability income insurance, and 401(k) information. With a focus on personalized financial solutions, Fazio & Micheletti provides clients with expert guidance and alternative investment strategies.
As a registered representative of Cambridge Investment Research, Inc., a Broker Dealer, and an investment advisor representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, Fazio & Micheletti operates with the highest standards of professionalism and integrity. With a commitment to helping clients achieve their financial goals, the firm offers complimentary financial reviews and provides educational resources such as articles, calculators, newsletters, and videos to enhance clients' understanding of various financial topics. Fazio & Micheletti is dedicated to serving the needs of individuals and businesses in the San Mateo area and beyond.
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