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Calista Bergstrom
Calista is a fully licensed Registered Assistant on the path to becoming a Financial Advisor. Passionate about financial literacy, she is dedicated to empowering individuals and families to take control of their financial futures with clarity and confidence. Through education, personalized guidance, and a client-focused approach, Calista aims to help people achieve lasting financial freedom.
Originally from Colorado, Calista came to Iowa to attend Cornell College and earned a B.A. in Business Management. Now, she combines her strong foundation in finance with a commitment to creating opportunities for others to succeed. Her goal is to make financial knowledge accessible and actionable, helping clients navigate their unique paths toward financial independence.