Connor Bernal

About Connor Bernal

I’m a Financial Advisor at EP Wealth Advisors in Salt Lake City. If you knew me back in college when credit card churning and personal finance were my obsessions, you would agree that this is what I was born to do. I love my job and feel lucky to be in a career that I enjoy and I believe makes a difference in people\'s lives. Before EP, I worked at LinkedIn in a variety of roles across data analytics, product marketing, and strategy and operations. In my college days at BYU, I majored in Business Strategy and after graduation, published my book, “Off Course,” a nonfiction read about nonconformity and going off the beaten path. In a unique way, I can see now that those experiences prepared to find my dream job as an advisor, where I leverage my skills as a math nerd, storyteller, and operations expert. At EP, I focus a lot on investment management and financial planning. I help guide my family, friends, and others through the annoyingly confusing world of finances. My goal with clients is to help them have peace of mind about money, spend it intentionally, and build wealth that they are proud of. If this is something you need help with, I\'d love to talk more. Feel free to reach out to me here on LinkedIn or at my email c••••••@epwealth.com.

Experience

1. Wealth Advisor

   EP Wealth Advisors

   Jun 2025 — Present · Salt Lake City, UT, US

Education

• Brigham Young University

  Bachelor of Business Administration (B.B.A.), Business Strategy

  2013 — 2019

Skills

• Teamwork
• Public Speaking
• Spanish
• Leadership
• Customer Service