Paul Bernier
Financial Consultant @Sixpoint Financial Partners
Cleveland, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2018 — Present
Financial Consultant @Sixpoint Financial Partners
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Akron, OH, US
EDUCATION
2015
The Wharton School
AXA At Retirement Wharton Program, Financial Planning and Services
N/A
Stark State
Business Management
N/A
College for Financial Planning
CRPC, Retirement Planning, Asset Allocation, Income Replacement Strategies
SKILLS
Estate Planning StrategiesLong-Term Care Planning StrategiesIra Distribution PlanningInvestment PlanningWealth Preservation StrategiesPension Distribution PlanningClient EducationWealth ManagementRisk ManagementInsurance Planning or Services or StrategiesRetirement PlanningInvestment Services401(K) Distribution Planning
ABOUT PAUL BERNIER
I entered the financial services industry in 2006 and have spent more than two decades…
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