1st Global Welcomes ONeill & Bergado Inc.
Mar 8, 2017
The CPA firm of ONeill & Bergado Inc. is dedicated to serving its clients’ needs and focuses on providing value with integrity. The San Jose, California-based firm recently partnered with 1st Global, enabling the CPA firm to add the service of wealth management to its current offerings.
Patti ONeill, president of ONeill & Bergado, has a wide range of experience, including in tax planning, audits, and working with divorced and divorcing taxpayers, and her knowledge expands over many industries. She is a Certified Public Accountant and has passed her FINRA Series 7 and 66 exams. Patti is a member of several CPA institutes and continues to remain actively involved in the community she serves.
Gale Bergado is vice president of ONeill & Bergado and also has a wide range of accounting experience, including income tax planning, tax compliance, financial statement reviews, compilations, certified audits and consulting. She has passed her FINRA Series 7 and 66 exams and is actively involved in her community as a Certified Public Accountant and a member of two local CPA societies, as well.
You can learn more about ONeill & Bergado at http://oneillbergadocpas.com.
Congratulations, ONeill & Bergado, and welcome to the 1st Global family. We are excited about our partnership! For 25 years, 1st Global has been a leading growth consultant for market-dominating CPA and wealth management firms that seek to be the pre-eminent providers of high-benefit services to their most valued clients. 1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.
If you are interested in learning more, contact 1st Global at 800-959-8461 or LearnMore@1stGlobal.com.
MEDIA CONTACT Ryan George, 1st Global AVP of Marketing and Communications
12750 Merit Dr., Suite 1200, Dallas, Texas 75251
1st Global Capital Corp. is a Member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas 75251; 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.