Marcelo Bernardo Email & Phone Number

Marcelo Bernardo Summary

• Marcelo Bernardo, based in Irvine, CA, US, is currently a Wealth Advisor at Applied Financial Planning, Inc. Marcelo Bernardo brings experience from previous roles at Citigroup/Citi SmithBarney, Financial Partners Credit Union, Everan Securities/First Union/Wachovia and Great Western Financial Securities/Washington Mutual. Marcelo Bernardo holds a 1983 - 1990 BA in Business Adminstration-Finance @ California State University-Fullerton. With a robust skill set that includes Retirement Planning, Mutual Funds, Investments, Wealth Management, Life Insurance and more. Marcelo Bernardo has 2 emails and 3 mobile phone numbers on RocketReach.