John Bernardo

Operations Director at Bernardo Wealth Planning - Harleysville, PA, US

John Bernardo's Contact Details
HQ
267-500-1080
Location
Greater Philadelphia
Company
Bernardo Wealth Planning
John Bernardo's Company Details
Bernardo Wealth Planning logo, Bernardo Wealth Planning contact details

Bernardo Wealth Planning

Harleysville, PA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Bernardo Wealth Planning assists in the creation, preservation, and management of wealth for our clients. BWP's investment strategy rests firmly — always — upon our client-centered philosophy. We use theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes, combining passive and active management, as essential tools to help mitigate risk and maximize our clients' potential returns. Through the hiring of professional money managers, we are able to utilize some of the best investment minds in the industry. All these resources go to work for you, in service of one aim: to help achieve your goals.

Retirement Planning Investment services and personal investing Family needs planning Business succession planning Estate planning
Details about Bernardo Wealth Planning
Frequently Asked Questions about John Bernardo
John Bernardo currently works for Bernardo Wealth Planning.
John Bernardo's role at Bernardo Wealth Planning is Operations Director.
John Bernardo's email address is ***@bernardowealthplanning.com. To view John Bernardo's full email address, please signup to ConnectPlex.
John Bernardo works in the Investment Bank/Securities Brokerage industry.
John Bernardo's colleagues at Bernardo Wealth Planning are Rose Bernardo, Lance Rosina, Matt Rittenhouse, Micah Godshall, Lance Rosina, Matt Rittenhouse and others.
John Bernardo's phone number is 267-500-1080
See more information about John Bernardo