Rose Bernardo's Colleagues at Bernardo Wealth Planning
Rose Bernardo's Contact Details
HQ
267-500-1080
267-500-1080
Location
Greater Philadelphia
Greater Philadelphia
Company
Bernardo Wealth Planning
Bernardo Wealth Planning
Rose Bernardo's Company Details
Bernardo Wealth Planning
Harleysville, PA, US • 20 - 49 EmployeesInvestment 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.
Frequently Asked Questions about Rose Bernardo
Rose Bernardo currently works for Bernardo Wealth Planning.
Rose Bernardo's role at Bernardo Wealth Planning is Partner | Family Wealth Advisor.
Rose Bernardo's email address is ***@bernardowealthplanning.com. To view Rose Bernardo's full email address, please signup to ConnectPlex.
Rose Bernardo works in the Investment Bank/Securities Brokerage industry.
Rose Bernardo's colleagues at Bernardo Wealth Planning are Lance Rosina, Matt Rittenhouse, John Bernardo, Micah Godshall, Lance Rosina, Matt Rittenhouse and others.
Rose Bernardo's phone number is 267-500-1080