Bernard Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Bernard Wealth Management
Team photo for Bernard Wealth Management

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Advisors

Lenny Bernard

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lenny Bernard's website


Team

Isabella Henneberg

Isabella Henneberg

Administrative Assistant,

Paraplanner
Kristen Kleinpeter

Kristen Kleinpeter

Client Service Coordinator,

Financial Planning Specialist