Paul Bernier
Chartered Retirement Planning Counselor | Championing retirement guidance since 2006 | Founder and President of Bernier Financial Services | Financial Consultant at Equitable Advisors
- Role
- Financial Consultant at Sixpoint Financial Partners
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Paul Bernier
I entered the financial services industry in 2006 and have spent more than two decades…
Experience
Financial Consultant
May 2018 — Present · Akron, OH, US
Education
The Wharton School
AXA At Retirement Wharton Program, Financial Planning and Services
2015
Stark State
Business Management
College for Financial Planning
CRPC, Retirement Planning, Asset Allocation, Income Replacement Strategies
Skills
- Estate Planning Strategies
- Long-Term Care Planning Strategies
- Ira Distribution Planning
- Investment Planning
- Wealth Preservation Strategies
- Pension Distribution Planning
- Client Education
- Wealth Management
- Risk Management
- Insurance Planning or Services or Strategies
- Retirement Planning
- Investment Services
- 401(K) Distribution Planning
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