Matthew Berning
Partner | Financial Planner at Souders Financial Group
- Role
- Partner Financial Planner at Souders Financial Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Matthew Berning
The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Experience
Partner Financial Planner
Jul 2019 — Present
At Souders Financial Group, our goal is to provide the highest degree of independent thinking, comprehensive advice and exceptional service to the businesses and individual investors we serve.As an independent Registered Advisory firm, we answer to our clients, rather than a parent company with its own agenda. As a fiduciary, we are legally bound to put clients\' interests first in any decision we make or recommendation we provide. We pride ourselves on always doing the right thing for those we serve.Please visit our website at to learn more.Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor. Private Client Services and Souders Financial Advisors, LLC are unaffiliated entities.
Education
Miami University
Bachelor of Science in Business, Finance, Professional Writing
2011 — 2015
Skills
- Microsoft Excel
- Leadership
- Customer Satisfaction
- Social Media
- Customer Service
- Technical Writing
- Public Speaking
- Financial Analysis
- Critical Thinking
- Data Analysis
- Microsoft Office
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