Peter T. Bergquist
Vice President, Wealth Management,
Financial Advisor
Direct:
(650) 358-1824(650) 358-1824
Toll-Free:
(800) 388-4930(800) 388-4930
My Mission Statement
Providing capital markets solutions for affluent individuals for over 20years.
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.
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: WA, NY, MI, VA, VT, UT, TX, OR, NV, NC, MT, MA, IL, GA, CA, AZ, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1792000
CA Insurance License #: CA Insurance #0C63264
NMLS#: 1792000
CA Insurance License #: CA Insurance #0C63264
Check the background of Our Firm and Investment Professionals 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 strategies for individuals and guided them through volatility in capital markets by: Discovering their needs, Advising and Implementing strategies and Tracking their progress.
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 strategies for individuals and guided them through volatility in capital markets by: Discovering their needs, Advising and Implementing strategies 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
Wealth Management
From My Desk
Why Choose Morgan Stanley Wealth Management Services
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Peter T. Bergquist today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
