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Björn Borg, CFP®

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Björn Borg, CFP®

In my court, your financial plan clears the net.

Björn founded Net Worth Financial Planning on a simple but powerful belief: everyone deserves to retire with dignity. With a background in accounting and more than 15 years as a prominent figure in the investment and insurance industries, he brings an 

 insider's perspective to every client relationship — having worked directly with the companies and products he now leverages on his clients' behalf.​

His experience spans complex financial product development, distribution leadership, and key roles at the forefront of the rapidly evolving FinTech sector. Björn holds the CERTIFIED FINANCIAL PLANNER® designation and a Montana State Insurance Producer License, and his clients benefit from a seasoned support team that includes a Chief Investment Officer, Registered Securities Principal, and dedicated Securities Trading team.

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From an early age, Björn Borg knew he was Björn to Ski — even as curious strangers asked about his wooden tennis racquet. He's skied every month for over 7 years running, a streak that brought something even better than powder: his wife Kelli. Their shared obsession with skiing every month — no matter the season — is what first connected them, and they've been adventuring together ever since. Kelli has her own remarkable streak of over 11 consecutive years on snow. Together they call Bozeman, Montana home, spending their time skiing, whitewater paddling, and exploring with their dog, Maxine.

Net Worth Financial Planning, Tax Efficiency, Risk Management, Insurance Planning, Retirement Planning, Bjorn Borg, CFP

THE FIDUCIARY STANDARD

As a CERTIFIED FINANCIAL PLANNER® practitioner, Björn prioritizes your interests above all else. For over 50 years, CFP® certification has represented the standard of excellence for financial planners. As a CFP® Professional, Björn has satisfied vigorous education and extensive experience requirements, along with a fiduciary commitment to uphold the CFP® Board’s ethical standards. This commitment ensures that he consistently acts in the best interests of his clients. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

YOUR NET WORTH IS WHAT YOU KEEP

True financial health isn't measured by what you earn — it's measured by what you keep. Tax efficiency sits at the core of every plan we build, because a well-built plan that ignores taxes is leaving money on the table.

From your first working years through retirement and beyond, Björn takes a comprehensive, personalized approach to every dimension of your financial life. As a fiduciary, he's committed to prioritizing your best interests — empowering you with confidence today and security for tomorrow.

BUILDING YOUR NET WORTH FROM EVERY ANGLE:

No piece of your financial life gets left behind.

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  • Cash Flow & Debt Management — Build the foundation for everything else

  • Risk Management & Insurance Planning — Protect what you've worked to build

  • Tax Planning — Keep more of what you earn

  • Investment Planning — Grow wealth with institutional-grade access

  • Education Planning — Fund the future without derailing your own

  • Business Ownership Planning Strategies — Align your business and personal financial goals

  • Retirement Savings & Income Planning — Retire on your terms, with confidence

  • Estate Planning — Ensure your legacy reflects your wishes​

CLEAR BACKGROUND design#19_edited_edited

Investment Advisory Services offered through Alphastar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Alphastar Capital Management, LLC and Net Worth Financial Planning, LLC are independent entities. This is for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

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© 2026 Net Worth Financial Planning. All rights reserved.

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