Bernie Smit Email & Phone Number
Senior Vice President, Financial Advisor @ Wealth Enhancement Group
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Bernie Smit Location
- Walnut Creek, CA, US
Bernie Smit Work
- 2021 -now Senior Vice President, Financial Advisor @
- 1985 -2021 Certified Financial Planner and Partner @
Bernie Smit Education
- University of the Pacific
BS, Finance (Financial Management)
1980-1984
Bernie Smit Skills
- Leadership
- Project Management
- Financial Analysis
- Public Speaking
- Finance
- Strategy
- Financial Advisory
- Securities
- Investments
- Certified Financial Planner
- Financial Services
- Wealth Management
- Financial Planning
- Investment Management
Bernie Smit Summary
- Bernie Smit, based in Walnut Creek, CA, US, is currently a Senior Vice President, Financial Advisor at Wealth Enhancement Group. Bernie Smit brings experience from previous roles at Walnut Creek Wealth Management. Bernie Smit holds a 1980 - 1984 BS, Finance in Financial Management @ University of the Pacific. With a robust skill set that includes Leadership, Project Management, Financial Analysis, Public Speaking, Finance and more. Bernie Smit has 1 emails and 1 mobile phone numbers on RocketReach.
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