Financial Advisor
Current
Sep 2017 - Present
AeroLeads people directory · profile
Lance Rosina, Cfp® Email & Phone Number
Financial Advisor
at
Bernardo Wealth Planning
1 work email found
@bernardowealthplanning.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Harleysville, Pennsylvania, United States
Company size
Who is Lance Rosina, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lance Rosina, Cfp® is listed as Financial Advisor at Bernardo Wealth Planning, a with 14 employees, based in Harleysville, Pennsylvania, United States. AeroLeads shows a work email signal at bernardowealthplanning.com and a matched LinkedIn profile for Lance Rosina, Cfp®.
Lance Rosina, Cfp® previously worked as Financial Advisor at Stifel Financial Corp. and Financial Advisor at Univest Investments Inc. Lance Rosina, Cfp® holds Bachelor Of Arts (B.A.), Business And Economics from Ursinus College.
Company email context
Email format at Bernardo Wealth Planning
This section adds company-level context without repeating Lance Rosina, Cfp®'s masked contact details.
{first}@bernardowealthplanning.com
89% confidence
AeroLeads found 1 current-domain work email signal for Lance Rosina, Cfp®. Compare company email patterns before reaching out.
Profile bio
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/
Listed skills include Finance and Investments.
Current workplace
Lance Rosina, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Bernardo Wealth Planning
8 roles
Lance Rosina, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Sep 2015 - Sep 2017
Financial Advisor
Univest Investments Inc
Oct 2014 - Aug 2015
Financial Associate
Univest
Jul 2014 - Oct 2014
Intern
Birch Run Financial
Feb 2014 - May 2014
Data Entry Intern
Jun 2013 - Aug 2013
Intern
Mar 2013 - May 2013
Intern
May 2012 - Aug 2012
Team & coworkers
Colleagues at Bernardo Wealth Planning
Other employees you can reach at bernardowealthplanning.com. View company contacts for 14 employees →
MR
Matt Rittenhouse, Cfp®
Colleague at Bernardo Wealth PlanningHorsham, Pennsylvania, United States
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RB
Rose Bernardo, Cfp®
Colleague at Bernardo Wealth PlanningGreater Philadelphia, United States
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AS
Alex Scheeler
Colleague at Bernardo Wealth PlanningMertztown, Pennsylvania, United States
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MH
Michele Hewitt, Cpa, Cfp®
Colleague at Bernardo Wealth PlanningHarleysville, Pennsylvania, United States
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Matt Rittenhouse, Cfp®
Colleague at Bernardo Wealth PlanningHorsham, Pennsylvania, United States
View →
RB
Rose Bernardo, Cfp®
Colleague at Bernardo Wealth PlanningGreater Philadelphia, United States
View →
AS
Alex Scheeler
Colleague at Bernardo Wealth PlanningMertztown, Pennsylvania, United States
View →
MH
Michele Hewitt, Cpa, Cfp®
Colleague at Bernardo Wealth PlanningHarleysville, Pennsylvania, United States
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2 education records
Lance Rosina, Cfp® education
Bachelor Of Arts (B.A.), Business And Economics
Ursinus College
Education record
Central Bucks East High School
FAQ
Frequently asked questions about Lance Rosina, Cfp®
Quick answers generated from the profile data available on this page.
What company does Lance Rosina, Cfp® work for?
Lance Rosina, Cfp® works for Bernardo Wealth Planning.
What is Lance Rosina, Cfp®'s role at Bernardo Wealth Planning?
Lance Rosina, Cfp® is listed as Financial Advisor at Bernardo Wealth Planning.
What is Lance Rosina, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bernardowealthplanning.com for Lance Rosina, Cfp® at Bernardo Wealth Planning.
Where is Lance Rosina, Cfp® based?
Lance Rosina, Cfp® is based in Harleysville, Pennsylvania, United States while working with Bernardo Wealth Planning.
What companies has Lance Rosina, Cfp® worked for?
Lance Rosina, Cfp® has worked for Bernardo Wealth Planning, Stifel Financial Corp., Univest Investments Inc, Univest, and Birch Run Financial.
Who are Lance Rosina, Cfp®'s colleagues at Bernardo Wealth Planning?
Lance Rosina, Cfp®'s colleagues at Bernardo Wealth Planning include Matt Rittenhouse, Cfp®, Rose Bernardo, Cfp®, Alex Scheeler, and Michele Hewitt, Cpa, Cfp®.
How can I contact Lance Rosina, Cfp®?
You can use AeroLeads to view verified contact signals for Lance Rosina, Cfp® at Bernardo Wealth Planning, including work email, phone, and LinkedIn data when available.
What schools did Lance Rosina, Cfp® attend?
Lance Rosina, Cfp® holds Bachelor Of Arts (B.A.), Business And Economics from Ursinus College.
What skills is Lance Rosina, Cfp® known for?
Lance Rosina, Cfp® is listed with skills including Finance and Investments.
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