Bernard L. Smit,  CFP<sup>&reg;</sup> - Financial Advisor

Bernard L. Smit, CFP®

ChFC, CLU

President

Wealth Enhancement Group

1850 Mt Diablo Blvd, Suite 170
Walnut Creek, CA 94596
(925) 280-1800 x202

General

Bernard Smit is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Enhancement Group in Walnut Creek, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: CA, AZ, NJ, NM, OR
  • Health/disability insurance: CA, AZ, NJ, NM, OR
  • Fixed annuities: CA, AZ, NJ, NM, OR
  • Variable annuities: CA, AZ, NJ, NM, OR

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement

More

Helpful Financial Planning Resources