Chris Bergthold

Chris Bergthold

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Chris Bergthold
Client Advisor

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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.

2017 Tax Act and Qualified Opportunity Zones: Is It Really an Opportunity?

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).

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MRA Associates Work-From-Home Policy

3/18/2020 – MRA Associates cares about the health and safety of our clients, our MRA team members and their families, and the community. As we continue to navigate this pandemic and do our part to slow the spread of COVID-19, we have implemented a work-from-home policy.

Our firm is well prepared to continue to serve, support, and advise our clients. Team members have remote access to all systems and processes to ensure continued normal business operations. Please help us to do our part by using telephone and video conferencing for meetings with us until the threat of contagion is significantly reduced.

As your trusted financial partner, we are monitoring the current economic environment, discussing approaches to short-term challenges, and developing innovative solutions. Please know that we are available to you for all of your needs and concerns. Please do not hesitate to reach out to our team if you have any questions.

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MRA Associates