Dan Bernardo, Cfp®, Aif®, Cpfa Email and Phone Number
Dan Bernardo, Cfp®, Aif®, Cpfa work email
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Dan Bernardo, Cfp®, Aif®, Cpfa personal email
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.
Sentinel Benefits & Financial Group
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Vice President, Financial Planner, Private Client GroupSentinel Benefits & Financial Group Feb 2021 - PresentWakefield, Massachusetts, United States -
Senior Financial PlannerSentinel Benefits & Financial Group Jul 2011 - Feb 2021Wakefield, MaSentinel 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. -
Accounting InternBerkshire Health Systems 2008 - 2010Pittsfield, Massachusetts AreaAssisted 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
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Finance
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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