Chani M Bergen, Financial Services Professional Nylife Securities, LLC

Chani M Bergen, Financial Services Professional Nylife Securities, LLC Registered Representative offering securities, products, and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

2600 Network Blvd, Suite 130
Frisco, TX 75034
972-377-5200

06/03/2026

Great players don’t get there alone. Behind every player on the world stage is someone who believed in them, challenged them, and helped them grow.

The Assist shares the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who shaped their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here:
https://bit.ly/4cSyoZx

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

If things feel more expensive these days, it's because they are. You can lighten your budget by cutting out these costs ...
05/11/2026

If things feel more expensive these days, it's because they are. You can lighten your budget by cutting out these costs when money gets tight.

Loosen your budget by saying goodbye to these purchases

05/10/2026

I will be attending this event for women business leaders on May 16th.
It looks like an amazing day. Thought I would share the information.

Millionaire status is rising, but most are older.  Here are strategies younger Americans may consider when building weal...
05/10/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

At some point, this becomes a choice - to keep handling money as it comes, or to start building something more intention...
05/09/2026

At some point, this becomes a choice - to keep handling money as it comes, or to start building something more intentional around it.

When you understand how to direct your income, protect what you’re building, and make decisions with a long-term view— everything changes.

How you run your business.
How you think about growth.
What you’re actually working toward.

And when you have the right structure in place, that impact doesn’t stop with you.

It extends to your team, your environment, and the opportunities you’re creating for others.

That’s the work.

If you’re ready to approach your finances—and your business—with that level of intention, let’s connect.

There isn’t a perfect time to get intentional about your finances.Especially when you’re running a business.There’s alwa...
05/08/2026

There isn’t a perfect time to get intentional about your finances.

Especially when you’re running a business.

There’s always something that needs your attention first.

Which is exactly why it gets pushed.

But the longer it stays unstructured, the more disconnected things become.

Income without direction.
Growth without protection.
Decisions without a long-term plan behind them.

At some point, that catches up.

Having the right structure—and the right conversations—changes that.

If you’ve been meaning to get more organized but haven’t known where to start, that’s exactly where I come in.

Let’s connect one-on-one.

For a lot of women, money has been treated as something you figure out on your own.Quietly.Independently.Without asking ...
05/07/2026

For a lot of women, money has been treated as something you figure out on your own.

Quietly.
Independently.
Without asking too many questions.

But that approach has limits.

Because the women who build real financial strength aren’t doing it in isolation.

They’re learning.
Asking better questions.
Having conversations that actually move things forward.

And when that extends beyond you—to your team—it creates a different kind of environment.

One where people feel more informed, more confident, and more supported in how they handle money.

That’s a big part of the work I do as a financial educator—creating spaces where those conversations actually happen.

If that’s something you’ve been thinking about for your business, let’s connect.

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, ...
05/06/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

Address

-
Frisco, TX
75034

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19038167764

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