Certified Financial Planner
Current
Sammons Securities
Financial advisor
Jul 2009 - Present
AeroLeads people directory · profile
Gregory Bernhardt Email & Phone Number
Financial planner at Sammons Securities
at
Sammons Securities
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Sammons Securities
Role
Financial planner at Sammons Securities
Location
Walnut Creek, California, United States
Who is Gregory Bernhardt? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Gregory Bernhardt is listed as Financial planner at Sammons Securities at Sammons Securities, based in Walnut Creek, California, United States. AeroLeads shows a matched LinkedIn profile for Gregory Bernhardt.
Gregory Bernhardt previously worked as Certified Financial Planner at Sammons Securities and Certified Financial Planner at Investors Capital Corp.. Gregory Bernhardt holds Bachelor Of Applied Science (B.A.Sc.), Accounting from University Of Colorado At Boulder.
Profile bio
About Gregory Bernhardt
Gregory Bernhardt is a Financial planner at Sammons Securities at Sammons Securities. He possess expertise in strategic financial planning, retirement planning, income planning, estate planning.
Listed skills include Strategic Financial Planning, Retirement Planning, Income Planning, and Estate Planning.
Current workplace
Gregory Bernhardt's current company
Company context helps verify the profile and gives searchers a useful next step.
Sammons Securities
5 roles
Gregory Bernhardt work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner
Investors Capital Corp.
Financial advisor
Mar 2000 - Jun 2009
Certified Financial Planner
Royal Alliance Associates, Inc
Financial Advisor
Jul 1993 - Feb 2000
Retirement And Estate Planning Specialist
Mar 1991 - Jun 1993
Insurance Specialist
Jul 1987 - Mar 1991
1 education record
Gregory Bernhardt education
FAQ
Frequently asked questions about Gregory Bernhardt
Quick answers generated from the profile data available on this page.
What company does Gregory Bernhardt work for?
Gregory Bernhardt works for Sammons Securities.
What is Gregory Bernhardt's role at Sammons Securities?
Gregory Bernhardt is listed as Financial planner at Sammons Securities at Sammons Securities.
Where is Gregory Bernhardt based?
Gregory Bernhardt is based in Walnut Creek, California, United States while working with Sammons Securities.
What companies has Gregory Bernhardt worked for?
Gregory Bernhardt has worked for Sammons Securities, Investors Capital Corp., Royal Alliance Associates, Inc, Fidelity Investments, and Merrill Lynch.
How can I contact Gregory Bernhardt?
You can use AeroLeads to view verified contact signals for Gregory Bernhardt at Sammons Securities, including work email, phone, and LinkedIn data when available.
What schools did Gregory Bernhardt attend?
Gregory Bernhardt holds Bachelor Of Applied Science (B.A.Sc.), Accounting from University Of Colorado At Boulder.
What skills is Gregory Bernhardt known for?
Gregory Bernhardt is listed with skills including Strategic Financial Planning, Retirement Planning, Income Planning, and Estate Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Gregory Bernhardt you were looking for.
Gregory L. Bernhardt
1 email domain
Gregory Bernhardt
1 email domain
gregory Bernhardt
1 email domain