Adam Bernard,
CFP ® Financial PlannerAdam Bernard began his career in the financial services industry in 2016. He holds FINRA Series 7, 24 and 66 securities licenses, along with life, health and variable annuity licenses, and is a Certified Financial Planner® professional.
Adam focuses on retirement planning and asset management, helping individuals, families and businesses develop clear and customized financial strategies. He takes a comprehensive, analytical approach, evaluating goals, priorities and resources to create solutions tailored to each client’s unique situation. His objective is to provide the structure, clarity and direction that support long-term financial success.
Outside the office, Adam enjoys spending time with his family, coaching his daughter in sports, playing golf and proudly supporting his alma mater, The Ohio State University, as an enthusiastic Buckeye sports fan.
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.
