Redefining Standards
As an Equitable Advisors financial professional, Bernie is dedicated to helping clients build secure financial futures.
He has worked diligently to build a client-focused investment and insurance planning practice since 1998. Helping individuals and families understand their unique needs is the first step in the process. After careful evaluation he develops clear strategies to help clients achieve their goals.
Bernie's clients have the confidence to know they are making informed financial decisions which allows them the freedom to pursue their true passions in life.
Bernie is a 1990 graduate of LaSalle University with a B.S. in Business Administration where he majored in Finance with a minor in Risk Management & Insurance. He is a FINRA series 7 Registered Representative and a series 65 Investment Advisor Representative.