Chris Bergthold is a Client Advisor with MRA Associates. In this role, he manages investment advisory, wealth management, and tax compliance relationships. He excels in assisting our clients from both a technical skillset and client service perspective. Recently, he is expanding his focus and client outreach to the greater Denver, CO area.
Chris joined the firm in 2014 and most recently served as a senior client associate. He is a CERTIFIED FINANCIAL PLANNER™ professional. Chris earned a Bachelor of Science degree in Finance from the W.P. Carey School of Business at Arizona State University, where he graduated Cum Laude. Chris competed for the men’s swim team at ASU and also spent time as a student assistant coach.
Chris is an Arizona native and enjoys spending time with family and friends, swimming, skiing, sports, and exercising.
The Tax Cuts and Jobs Act of 2017 (TCJA) included a tax break for investors related to realized capital gains. Through this program, an investor may receive tax benefits, including potential deferral and elimination of tax, by investing those gains in a Qualified Opportunity Zone Fund (QOZF).