Steve became a LPL financial advisor after 30+ years in financial analysis and management at Lockheed Martin. He merges his process-centric corporate experience with his innately logical approach to problem solving to increase the clarity and accuracy of his work.
Helping his clients pursue their financial goals brings Steve great satisfaction. “What would I do if this were my money?” is a question he constantly asks himself. Steve's goal of co-creating balance and stability in his client’s lives through individualized financial plans that help them realize their dreams gives him ample opportunity to perform like the elite athlete he is at heart.
Steve feels his high-performance mindset and strong sense of integrity have roots in his time playing Division 1 College Baseball at San Jose State University and semi-professional baseball after college. He also brings to Cairn Wealth Advisors the experience and knowledge from earning his MBA with a concentration in Finance from Santa Clara University.
In October of 2019, Steve and his wife, Cynthia, traveled with International Medical Relief to the town of Antigua, Guatemala. Working with medical professionals, they helped assess and treat a variety of conditions and brought big smiles to patients with new reading glasses.
When not traveling, the Berglunds enjoy hiking, biking, golf, and wine tasting with family and friends. However, their absolute favorite pastime is grandparenting Mason Berglund.
(06/20)