Craig Bernard Email & Phone Number
Wealth Manager @ Madison Financial Planning
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Craig Bernard Location
- Madison, CT, US
Craig Bernard Work
- 1995 -now Wealth Manager @
- 1997 -now LPL Wealth Manager @
- 1985 -now President @
Craig Bernard Education
- Central Connecticut State University
- Central Connecticut State University
BA (Business)
- The American College
- Enrico Fermi
Craig Bernard Skills
- Creative Problem Solving
- Tax Reduction
- Retirement Planning
- Estate Planning
- Strategic Financial Planning
- Alternative Investments
- Asset Allocation
- Investment Management
- Life Insurance
- Intergenerational Wealth Transfer
- Long Term Care Insurance
- Social Security
- Risk Assessment
- Needs Analysis
- Pension Distribution Strategies
- 401k Rollovers
- Project Management
- Leadership
- Microsoft Excel
- Financial Analysis
- Financial Services
- Strategic Planning
Craig Bernard Summary
- Craig Bernard, based in Madison, CT, US, is currently a Wealth Manager at Madison Financial Planning. Craig Bernard brings experience from previous roles at Madison Financial Planning. Craig Bernard holds a Central Connecticut State University. With a robust skill set that includes Creative Problem Solving, Tax Reduction, Retirement Planning, Estate Planning, Strategic Financial Planning and more. Craig Bernard has 2 emails and 2 mobile phone numbers on RocketReach.
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