Lance Rosina, Cfp®

Lance Rosina, Cfp® Email and Phone Number

Financial Advisor at Bernardo Wealth Planning @ Bernardo Wealth Planning
272 Ruth Rd, Harleysville,Pennsylvania 19438,United States
Lance Rosina, Cfp®'s Location
Harleysville, Pennsylvania, United States, United States
Lance Rosina, Cfp®'s Contact Details

Lance Rosina, Cfp® personal email

n/a
About Lance Rosina, Cfp®

Finding a responsible path to financial independence means mapping out a carefully considered individual plan that points toward the future you have in mind. Bernardo Wealth Planning's collaborative wealth advisory process is designed to do just that. Its four-step cycle guides us, together, to generate a comprehensive blueprint to achieving your goals.Learn more about our process at https://www.bernardowealthplanning.com/process/

Lance Rosina, Cfp®'s Current Company Details
Bernardo Wealth Planning

Bernardo Wealth Planning

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Financial Advisor at Bernardo Wealth Planning
272 Ruth Rd, Harleysville,Pennsylvania 19438,United States
Website:
bernardowealthplanning.com
Employees:
14
Lance Rosina, Cfp® Work Experience Details
  • Bernardo Wealth Planning
    Financial Advisor
    Bernardo Wealth Planning Sep 2017 - Present
    Harleysville, Pa
    View
  • Stifel Financial Corp.
    Financial Advisor
    Stifel Financial Corp. Sep 2015 - Sep 2017
    Princeton, Nj
    View
  • Univest Investments Inc
    Financial Advisor
    Univest Investments Inc Oct 2014 - Aug 2015
    Souderton, Pennsylvania
  • Univest
    Financial Associate
    Univest Jul 2014 - Oct 2014
    41 West Broad Street Souderton, Pennsylvania 18964
  • Birch Run Financial
    Intern
    Birch Run Financial Feb 2014 - May 2014
    Wayne, Pennsylvania
  • Emoney Advisor
    Data Entry Intern
    Emoney Advisor Jun 2013 - Aug 2013
    Conshohocken, Pennsylvania
    View
  • Merrill Lynch
    Intern
    Merrill Lynch Mar 2013 - May 2013
    Elkins Park
    View
  • Wiley Group
    Intern
    Wiley Group May 2012 - Aug 2012
    Conshohocken
    View

Lance Rosina, Cfp® Skills

Finance Investments

Lance Rosina, Cfp® Education Details

  • Ursinus College
    Ursinus College
    Business And Economics
  • Central Bucks East High School
    Central Bucks East High School

Frequently Asked Questions about Lance Rosina, Cfp®

What company does Lance Rosina, Cfp® work for?

Lance Rosina, Cfp® works for Bernardo Wealth Planning

What is Lance Rosina, Cfp®'s role at the current company?

Lance Rosina, Cfp®'s current role is Financial Advisor at Bernardo Wealth Planning.

What is Lance Rosina, Cfp®'s email address?

Lance Rosina, Cfp®'s email address is ro****@****est.net

What schools did Lance Rosina, Cfp® attend?

Lance Rosina, Cfp® attended Ursinus College, Central Bucks East High School.

What skills is Lance Rosina, Cfp® known for?

Lance Rosina, Cfp® has skills like Finance, Investments.

Who are Lance Rosina, Cfp®'s colleagues?

Lance Rosina, Cfp®'s colleagues are Alex Scheeler, Rose Bernardo, Cfp®, Michele Hewitt, Cpa, Cfp®, Matt Rittenhouse, Cfp®.

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