Bernard C. Murphy,  CFP<sup>&reg;</sup> - Financial Advisor

Bernard C. Murphy, CFP®

Arista Advisory Group LLC

912 Capitola Ave, #23
Capitola, CA 95010
FINANCIAL ADVISOR'S WEBSITE
(831) 227-2624 CONNECT WITH Bernard
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General

Bernard Murphy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Arista Advisory Group LLC in Capitola, CA and the surrounding communities.

Financial Advisor Overview

At Dovetail Financial we recognize that your life is unique: your values, your life’s intentions and what motivates you, are all personal to you. We also recognize that financial planning and asset management are key tools necessary to facilitate the accomplishment of your life’s intentions. We are a fiduciary and offer Asset Management services and specialize in Values Based investing - aligning your investments with your personal life values. Ths includes investments in Socially Responsible Investments (SRI) as well as those focusing on Environment and Social Governance (ESG). Our practice is not restricted to one locale. Travel and Web based media are central to our practice. We are very experienced with working with families supporting children and adults with disabilities - Special Needs Planning. Together with you we will co-create a financial plan that underpins your life now and prepares for your future. Advisory services are provided through Arista Advisory Group LLC, 255 Washington Ave Ext., Albany NY 12205

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - M.A.

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources