ChFC®, CFP®, Series 7* & 66§ Securities Registrations
Bernard is a financial professional that has helped hundreds of clients prepare for retirement. One of the most rewarding parts of his career has been watching his clients’ families grow, especially when their children go off to college.
Bernard joined Wealth Enhancement Group in 2021 through the Walnut Creek Wealth Management acquisition. At Walnut Creek Wealth Management his team was responsible for $760 Million of assets for clients.
Bernard is a father of two. He enjoys hiking our national parks and recently spent a few days hiking and camping in the Grand Canyon. He loves golf, gardening, and the San Francisco Giants. He is an avid reader, and typically has three books on his nightstand in various stages of digestion.
- BS – Finance, University of the Pacific
- Chartered Financial Consultant
- Certified Financial Planner™ Professional
Bernard serves clients at our Walnut Creek, CA office.
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* Securities registrations are held with LPL Financial, Member FINRA, SIPC.
§ Series 66 held with the LPL Financial and Wealth Enhancement Advisory Services.