Chris Bergthold is a Senior Client Associate with MRA Associates. In this role, he provides investment advisory, wealth management services, and tax compliance, to clients. He continues to excel in assisting our clients from both a technical skillset and client service perspective. Chris completed a year-long internship at the firm prior to joining the team full-time.
He is a CERTIFIED FINANCIAL PLANNER™ professional. Chris graduated in May 2014 with 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).