Calista Bergstrom

Calista Bergstrom is a Financial Planner at Compass Financial Partners, where she works with individuals and families to bring clarity, organization, and confidence to their financial lives.

Calista is passionate about financial literacy and believes that good planning should feel approachable and empowering, not overwhelming. Her work is grounded in education, thoughtful guidance, and a client-focused approach that helps people navigate financial decisions and life transitions with confidence. She strives to make financial concepts clear and actionable so clients can feel informed and supported every step of the way.

Originally from Colorado, Calista came to Iowa to attend Cornell College, where she earned a B.A. in Business Management. She brings a strong foundation in finance together with a genuine commitment to building long-term relationships and helping clients move forward with purpose and peace of mind.