Miranda Bergemann is a Certified Financial Planner™ professional. As a planner, she loves combining creative and analytical thinking to give clients a roadmap for their financial lives.
While studying financial planning in college, Miranda completed internships with both Charles Schwab and Morgan Stanley. These experiences provided a great introduction to the industry, but also led her to want to work in the fee-only financial planning space.
After graduation, Miranda started her career as an associate advisor at Brighton Jones, a Seattle-based financial planning firm. She quickly attained her Certified Financial Planner™ designation, and progressively took on additional planning and advising responsibilities with clients over her four years with the firm. While there, she got to work with a wide variety of clients, but found working with younger families particularly rewarding.
At The Goodland Group, Miranda is an integral part of the planning process for our clients. As an experienced Certified Financial Planner, Miranda supports our firm's clients with everything from retirement calculations, to insurance analysis, to tax projections, to equity compensation research and strategy. She also plays a key role in making sure our clients are taken care of from a service and operations perspective. As Miranda continues to grow with the firm, she will become a Lead Planner in the coming years, leading client relationships alongside Natalie and Cyndi.