Dan Bernardo, Cfp®,  Aif®, Cpfa

Dan Bernardo, Cfp®, Aif®, Cpfa Email and Phone Number

Vice President, Financial Planner, Private Client Group at Sentinel Benefits & Financial Group @ Sentinel Benefits & Financial Group
Dan Bernardo, Cfp®, Aif®, Cpfa's Location
Wakefield, Massachusetts, United States, United States
Dan Bernardo, Cfp®, Aif®, Cpfa's Contact Details

Dan Bernardo, Cfp®, Aif®, Cpfa work email

Dan Bernardo, Cfp®, Aif®, Cpfa personal email

n/a
About Dan Bernardo, Cfp®, Aif®, Cpfa

Dan Bernardo attended Siena College in Loudonville, NY where he earned a Bachelor’s of Science degree in Finance.Mr. Bernardo joined Sentinel Benefits & Financial Group in 2011 and serves as an Investment Advisor Representative and registered Representative. Mr. Bernardo is registered with FINRA holding the Series 7(General Securities Representative) and 66 (Uniform Combined State Law Exam) registrations. He is registered with Sentinel Securities, Inc. an affiliate of Sentinel Pension Advisors.Sentinel Benefits & Financial Group is helping companies across all industries rethink their employee benefits in order to recruit and retain top talent and effectively help their employees plan for the future. Our holistic and consultative approach incorporates all of your benefits needs under one roof—retirement plans, group health insurance, and reimbursement accounts such as FSAs and HSAs, and COBRA. This approach simplifies plan design for employers, and our financial planners put health + wealth strategies into perspective for employees. Ultimately, we create an environment that promotes financial wellness, encourages retirement readiness, and empowers people to succeed.We know that we’re not the only employee benefits provider out there, but after over 30 years in the industry, we do understand what sets us apart from the competition. We care about how we can help. We believe that exceptional benefits and service begins with the right attitude. For us, it’s not the size of your account that matters, but the size of your goals. Learn more at sentinelgroup.com.

Dan Bernardo, Cfp®, Aif®, Cpfa's Current Company Details
Sentinel Benefits & Financial Group

Sentinel Benefits & Financial Group

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Vice President, Financial Planner, Private Client Group at Sentinel Benefits & Financial Group
Dan Bernardo, Cfp®, Aif®, Cpfa Work Experience Details
  • Sentinel Benefits & Financial Group
    Vice President, Financial Planner, Private Client Group
    Sentinel Benefits & Financial Group Feb 2021 - Present
    Wakefield, Massachusetts, United States
  • Sentinel Benefits & Financial Group
    Senior Financial Planner
    Sentinel Benefits & Financial Group Jul 2011 - Feb 2021
    Wakefield, Ma
    Sentinel Benefits & Financial Group is helping companies across all industries rethink their employee benefits in order to recruit and retain top talent and effectively help their employees plan for the future. Our holistic and consultative approach incorporates all of your benefits needs under one roof—retirement plans, group health insurance, and reimbursement accounts such as FSAs and HSAs, and COBRA. This approach simplifies plan design for employers, and our financial planners put health + wealth strategies into perspective for employees. Ultimately, we create an environment that promotes financial wellness, encourages retirement readiness, and empowers people to succeed.We know that we’re not the only employee benefits provider out there, but after over 30 years in the industry, we do understand what sets us apart from the competition. We care about how we can help. We believe that exceptional benefits and service begins with the right attitude. For us, it’s not the size of your account that matters, but the size of your goals. Learn more at sentinelgroup.com.
  • Berkshire Health Systems
    Accounting Intern
    Berkshire Health Systems 2008 - 2010
    Pittsfield, Massachusetts Area
    Assisted in daily operations and activities in the Accounting Department. Manually adjusted Medicare secondary renal claims through the hospital in-house electronic billing system (SSI), to meet MA Health billing compliance for claim processing.

Dan Bernardo, Cfp®, Aif®, Cpfa Education Details

Frequently Asked Questions about Dan Bernardo, Cfp®, Aif®, Cpfa

What company does Dan Bernardo, Cfp®, Aif®, Cpfa work for?

Dan Bernardo, Cfp®, Aif®, Cpfa works for Sentinel Benefits & Financial Group

What is Dan Bernardo, Cfp®, Aif®, Cpfa's role at the current company?

Dan Bernardo, Cfp®, Aif®, Cpfa's current role is Vice President, Financial Planner, Private Client Group at Sentinel Benefits & Financial Group.

What is Dan Bernardo, Cfp®, Aif®, Cpfa's email address?

Dan Bernardo, Cfp®, Aif®, Cpfa's email address is da****@****oup.com

What schools did Dan Bernardo, Cfp®, Aif®, Cpfa attend?

Dan Bernardo, Cfp®, Aif®, Cpfa attended Siena College.

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