Bernardo Wealth Planning Employee Directory

Q: What is Bernardo Wealth Planning known for?

Bernardo Wealth Planning was founded in 2016. Bernardo Wealth Planning operates in the Investment Management industry.

Q: How many employees does Bernardo Wealth Planning have currently?

Bernardo Wealth Planning has approximately 14 employees.

Investment ManagementPennsylvania, United States11-50 Employees

Bernardo Wealth Planning assists in the creation, preservation, and management of wealth for our clients. 

BWP’s investment strategy rests firmly — always — upon our client-centered philosophy. We use theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes, combining passive and active management, as essential tools to help mitigate risk and maximize our clients’ potential returns. Through the hiring of professional money managers, we are able to utilize some of the best investment minds in the industry. All these resources go to work for you, in service of one aim: to help achieve your goals.

Find Bernardo Wealth Planning employees' phone numbers or email addresses

Bernardo Wealth Planning Global Highlights

North America
21

United States Of America
21

Bernardo Wealth Planning's Leadership

T. B.
Coo
Mobile Phone
Email
M. H.
Chief Investment Officer / Financial Planner
Mobile Phone
Email
J. B.
Chief Operations Officer
Mobile Phone
Email
A. H.
Chief Financial Officer
Mobile Phone
Email
N. B.
Managing Partner | Family Wealth Advisor
Mobile Phone
Email
R. B.
Partner | Family Wealth Advisor
Mobile Phone
Email
N. B.
Managing Partner
Mobile Phone
Email
B. R.
Investment Director
Mobile Phone
Email

Contact profiles from Bernardo Wealth Planning

Name

Title

Contact Info

Location

Last Update

L. R.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Dec 09, 2025
B. H.
Paraplanner/Family Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Dec 09, 2025
G. D.
Client Service Associate
Mobile Phone
Email
United States
Dec 09, 2025
A. S.
Client Services Associate
Mobile Phone
Email
United StatesPennsylvania
Dec 09, 2025
M. P.
Financial Planning Coordinator
Mobile Phone
Email
Oct 21, 2024
N. M.
Registered Client Associate
Mobile Phone
Email
UNITED STATES
Oct 21, 2024

Frequently Asked Questions

What is Bernardo Wealth Planning known for?

Bernardo Wealth Planning was founded in 2016 operates in the Investment Management industry. Explore Bernardo Wealth Planning's company overview page for more information.

What is Bernardo Wealth Planning's most common email format?

Bernardo Wealth Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bernardo Wealth Planning email formats with LeadIQ.

How many employees does Bernardo Wealth Planning have currently?

Bernardo Wealth Planning has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Bernardo Wealth Planning's key employees and leadership?

As of December 2025, Bernardo Wealth Planning's key employees include:

Coo: T. B.
Chief Investment Officer / Financial Planner: M. H.
Chief Operations Officer: J. B.
Chief Financial Officer: A. H.
Managing Partner | Family Wealth Advisor: N. B.

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