My Story

As your financial advisor, I believe in managing our client relationship with diligence and a long-term perspective. Through customized wealth management services supported by the broad capabilities of a global institution, here at Morgan Stanley, I aim to help you achieve as many of your financial goals as possible.

By taking the time to clearly understand your background, philosophy, needs and objectives, I will craft a custom approach that addresses your financial situation and desired goals. Collaboratively working with you and your family, as appropriate, I will then select specialists inside and outside of the firm, to deliver bespoke capital market solutions.

Through proactive communication I will regularly connect with you to review your current financial plan as well as promptly engage you during times of significant market volatility. In the event there are changes in your financial and family needs I will prudently advise you in the appropriate revisions and assist you in implementing them promptly. I look forward to building our relationship over the years to come.
Securities Agent: AZ, CA, IL, MA, NC, NV, TX, UT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1792000
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
My practice is designed to deliver affluent families and individuals an extremely high level of service. Specifically, I strive to offer you and your family a more personalized client experience so you are free to focus on more enjoyable pursuits.

While it is true that everyone is unique, it sometimes takes a professional to listen intently and provide guidance on the ins and outs of the capital markets and the decisions that are available to you. For more than 19 years, I have personally crafted solutions for individuals and guided them through volatility in capital markets by: Discovering their needs, Advising and Implementing solutions and Tracking their progress.
    Through customized wealth management services, supported by the global capabilities of Morgan Stanley, I focus my 19 years of financial advisory experience to help you achieve as many of your financial goals as possible. By outlining your financial goals together, I can help you establish and implement a disciplined investment process.

      Location

      411 Borel Ave
      Suite 220
      San Mateo, CA 94402
      US
      Direct:
      (650) 358-1824(650) 358-1824
      Toll Free:
      (800) 388-4930(800) 388-4930
      Fax:
      (650) 493-6647(650) 493-6647
      From My Desk

      Why Choose Morgan Stanley Wealth Management Services


      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Morgan Stanley and Justin Rose: A Winning Team

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      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact Peter T Bergquist today.
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      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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