G. Gregory  Bernhard,  CFP<sup>&reg;</sup> - Financial Advisor

G. Gregory Bernhard, CFP®

President & Founder

PlumTree Financial, Inc.

8300 Boone Blvd, Suite 500
Vienna, VA 22182
(703) 289-5044


G. Gregory Bernhard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PlumTree Financial, Inc. in Vienna, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

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

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and Advisory Services offered through LPL Financial, a registered investment advisory. Member FINRA/SIPC, (FINRA.ORG SIPC.ORG) The LPL Financial Registered Rep associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Getting Divorced, Employee Benefits, Government & Military, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources