About
Bernie is a Certified Financial Planner (CFP) professional who has helped hundreds of clients, and their families prepare for retirement, college, income tax reduction and estate planning. One of the most rewarding parts of his 40-year career has been watching clients' children and grandchildren grow up and use their 529 college savings accounts for higher education, accounts that were set up when they were born. Bernie joined Wealth Enhancement Group in 2021 through the Walnut Creek Wealth Management acquisition. At Walnut Creek Wealth Management, as CEO, his team was responsible for $760 Million of assets for clients. Bernie and his wife, Jody, have three children. Bernie enjoys hiking in our national parks (22 and counting), loves golf, gardening, pickleball, running, biking and skiing. He is an avid reader, often multitasking between three books at a time. Bernie works with clients with a minimum of $5 Million of investable assets.
Education
- BS, Finance - University of the Pacific
Awards
- Top 400 Financial Advisors in US as recognized by the Financial Times (2017-2018)*
- *Awarded on 3/30/2017 for the time period of 1/1/2014 - 9/30/2016. Awarded on 3/22/2018 for the time period of 1/1/2015 - 6/30/2017.
- The FT 400 Top Financial Advisers ranking was discontinued in 2021.
Resources from Bernie Smit
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation