David Bernhard Email & Phone Number
Financial Representative @ WestPac Wealth Partners
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David Bernhard Location
- Carmel Valley, CA, US
David Bernhard Work
- 2022 -2022 Financial Advisor @
- 2022 -2022 Financial Advisor @
- 2018 -now Financial Representative @
- 2016 -now Corporate Services Financial Consultant @
- 2012 -2016 Financial Solutions Advisor @
- 2005 -2012 Financial Planner @
David Bernhard Education
- CSUSM College of Business 2004-2005
David Bernhard Skills
- Mutual Funds
- Financial Services
- Financial Planning
- Finance
- Financial Advisory
- Small Business
- Management
- Estate Planning
- Investments
- Sales
- Financial Planners
- Employee Benefits
- 401k
- Group Benefits
- Insurance
- Disability Insurance
- Wealth
- Retirement Planning
- Securities
David Bernhard Summary
- David Bernhard, based in Carmel Valley, CA, US, is currently a Financial Representative at WestPac Wealth Partners - Wealth Strategy Partners. David Bernhard brings experience from previous roles at Provident Credit Union, E*TRADE and Merrill Edge. David Bernhard holds a 2004 - 2005 CSUSM College of Business. With a robust skill set that includes Mutual Funds, Financial Services, Financial Planning, Finance, Financial Advisory and more. David Bernhard has 4 emails and 4 mobile phone numbers on RocketReach.
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