With more than 20 years of experience in financial planning and investment management, Bernie Haselhorst has the accumulated knowledge and perspective to help keep you with your financial goals. Bernie understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Bernie will be with you every step of the way offering quality advice and customized financial strategies designed specifically for you.
Bernie endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Bernie designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Bernie puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
Bernie began his career in financial services in 2000 and joined Raymond James in the fall of 2018. He previously spent nearly 10 years with UBS Financial Services. Today, Bernie provides financial planning, investment management, lending solutions and more. He has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.
Bernie and his wife Sue reside in Swansea IL. They have two adult children, Brenden and Rachel. He graduated from Illinois State University with a BS in Finance in 1989 and earned his MBA from Southern Illinois University-Edwardsville in 1995. He is a Certified Financial Planner® professional. He is a member of Association for Corporate Growth (ACG) of St. Louis. Away from the office, Bernie also enjoys traveling and golfing.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.