My Story

My name is Nataliya V. Bergeron, CFP® and I'm a CERTIFIED FINANCIAL PLANNER™ professional.

I came to the United States in 2001 from Ukraine to live the life of my dreams. The unlimited opportunities here in America inspired me to become a Financial Planner.

My experience as a teacher and CERTIFIED FINANCIAL PLANNER™ , helps me educate my clients to make informed financial decisions about what's most important in their lives.

I have 10+ years experiance in financial industry, including working for Fidelity Investments and Cambridge Investment Research, Inc.

I reside in Keene, NH. In 2013 I formed Bergeron Financial. I am registered in the securities industry (currently hold series 7,63,65 licenses). I am insurance licensed in the state of NH and MA for Life, Health, Accident and Variable Annuity. 

I have a Certificate of Advanced Study in Financial Planning from Merrimack College, Andover, MA and obtained my CFP® designation in 2017.

I have a Master's and Bachelor's degree in English and German languages from Izmail State Pedagogical Universaty in Ukraine. I have a Bachelor's Degree in Computer Science sss from Keene State College in Keene, NH.


My favorite pastime - is my family. My husband Steve and our daughter Christina mean the world to me. They are my inspiration and admiration. I also enjoy playing golf, travelling, cooking and yoga.


I am a member of the CFP Board, Financial Planning Association (FPA) and Retirement Income Industry Association (RIIA). I support Women for Women initiatives.