Mike Bernier Email & Phone Number
Director of Mergers and Acquisitions @ Balefire Wealth
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Mike Bernier Location
- Dallas, TX, US
Mike Bernier Work
- 2025 -now Director of Mergers and Acquisitions @
- 2024 -2025 Wealth Advisor @ VisionPoint Advisory Group
- 2022 -2024 Financial Wellness Coach @ VisionPoint Advisory Group
- 2020 -2022 Relationship Banker @
Mike Bernier Education
- The University of Alabama
Bachelor's degree (Finance, Economics)
2015-2019
Mike Bernier Skills
- Risk Management
- Succession Planning
- Family Office
- Estate Planning
- Financial Planning
- Retirement Planning
- Financial Advisory
- Wealth Management Services
- Series 65
- Leadership
- Multitasking
- Mentoring
- Team Leadership
- Public Speaking
- Employee Relations
Mike Bernier Summary
- Mike Bernier, based in Dallas, TX, US, is currently a Director of Mergers and Acquisitions at Balefire Wealth. Mike Bernier brings experience from previous roles at VisionPoint Advisory Group and Bank of America. Mike Bernier holds a 2015 - 2019 Bachelor's degree in Finance, Economics @ The University of Alabama. With a robust skill set that includes Risk Management, Succession Planning, Family Office, Estate Planning, Financial Planning and more. Mike Bernier has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Mike Bernier?
Find contact details for 700 million professionals.
Top Balefire Wealth Employees
John Bullman
Chief Investment Officer
Dallas, TX, US
Steven Rutledge
Executive Director of Insurance Operations
Ridgeland, MS, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co