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

David L. Bernard, CFP®

ChFC® CLU®

Principal

Bernard Financial Services

2677 S Troy Ct
Aurora, CO 80014-3393
(303) 750-1555

General

David Bernard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bernard Financial Services in Aurora, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Master of Science in Management

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement

More

Helpful Financial Planning Resources