Gary Bernard, CFP®
Gary Bernard has been in the financial services industry for over 30 years. Gary has spent his career helping individuals, business owners and corporations with strategies for their insurance, investment and asset preservation needs. He understands that caring for his clients and gaining their trust are the keys to a successful relationship. Gary’s goal is to identify financial issues and concerns you may have and help you address them.
Education:
- Bachelors of Science in Education at SUNY Brockport
- Masters in Education at University of South Florida
- Graduated Cum Laude in USF Graduate Program
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.