Michael Bergines Photo
Michael Bergines Photo

a new Path

Michael Bergines

helping fellow tech employees

My finance career in tech and consulting was rewarding, but I knew something was missing.  I noticed that I “came alive” when my colleagues had questions about the markets, their company stock, and how to invest.  I have always been a student of investing, I love to teach and help others, and I wanted to have more fun.  So I joined Prospero Wealth - the perfect fit for me.  I am now applying my training, experience and passion to help people reach their financial and life goals. 

I have been in your shoes – I am a former Silicon Valley technology employee.  I have held options, RSUs and ESPP shares.  I know the unique benefits and challenges of holding a concentrated position in your company stock.   I know how consuming working in tech can be.  I am here to help you travel a path that will maximize your financial future and shield you from risk – something you know is important, but it always takes a back seat to more urgent concerns.

Defining Wealth broadly

My primary goal is to enable others to create their chosen life, helping them take the steps to create it. I define wealth broadly – it is usually thought of as financial, but financial wealth can enable other important things: confidence, peace of mind, freedom, and opportunities.

Once you define what wealth is for you, you are more than halfway there. I can help with the rest.

Have you ever…

If you have ever sat back and pondered any of the following things, it might be helpful for us to talk:

  • "I spend more time worrying about my company's finances than I do my own!"

  • "Sometimes I sit back and ask myself, ‘Why am I working this hard?’, but then I go back to my email and forget to answer the question."

  • “I love my job, but I can’t do this forever….”

  • "I wonder if there is more meaningful work I could pursue, but I would need to take time and make a plan…….could I afford it?

  • "What do I want to accomplish and experience in the next phase of my life?"

Let's talk

I have made my transition from the technology world. Becoming a Wealth Advisor with Prospero is rewarding for me, because I can support others as they think about what is possible and move further down their path. I would be happy to talk about your path and answer any questions - large or small.

Let’s start the conversation!

Let's Talk!

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington, Oregon, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.

© Prospero Wealth 2024. All rights reserved.

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the states of Washington, Oregon, California, and in other jurisdictions where exempted.

© Prospero Wealth 2024. All rights reserved.

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington, Oregon, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.

© Prospero Wealth 2024. All rights reserved.