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Berno Financial Management, Inc Employee Directory

Financial ServicesOhio, United States0-1 Employees

Berno Financial Management, Inc is a financial services firm located in Cincinnati, Ohio. The information provided links the company to Creative Planning, whose services cover comprehensive wealth management, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning. The business appears to operate with a very small staff and uses Creative Planning's platform as its online presence.

In the broader market, the firm targets individuals and organizations seeking integrated wealth-management solutions within the financial services industry. The same Creative Planning network was recognized in 2026 as a Top DC Advisor Multi-Office Firm by the National Association of Plan Advisors, indicating external notice of its scope and activity.

Find Berno Financial Management, Inc employees' phone numbers or email addresses

Berno Financial Management, Inc Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Europe
1

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  • Switzerland
    1

Berno Financial Management, Inc's Leadership

  • Stylized image of a person
    T. S.
    Mobile Phone

Contact profiles from Berno Financial Management, Inc

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. S.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Berno Financial Management, Inc known for?

Minus sign iconPlus sign iconBerno Financial Management, Inc was founded in 1984 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-513-474-****
. Explore Berno Financial Management, Inc's company overview page for more information.

What is Berno Financial Management, Inc's most common email format?

Minus sign iconPlus sign iconBerno Financial Management, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Berno Financial Management, Inc email formats with LeadIQ.

How many employees does Berno Financial Management, Inc have currently?

Minus sign iconPlus sign iconBerno Financial Management, Inc has approximately 1 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Berno Financial Management, Inc's key employees and leadership?

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As of August 2026, Berno Financial Management, Inc's key employees include:

  • : T. S.

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