Susan E. Fisher,  CFP<sup>&reg;</sup> - Financial Advisor

Susan E. Fisher, CFP®

Family Wealth Advisor

Bernardo Wealth Planning, LLC

2515 Wellington Way
Telford, PA 18969
(215) 721-3251 CONNECT WITH Susan
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General

Susan Fisher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bernardo Wealth Planning, LLC in Telford, PA and the surrounding communities.

Financial Advisor Overview

I offer a team of five financial specialists to each client bringing $1 million of investible assets to PNC Wealth Management.  A relationship manager, private banker, investment advisor, wealth planner and trust advisor work together to handle all aspects of our clients' financial life, freeing them up to live their lives with no financial worries.

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Financial Advisor Experience

Wealth Management, Financial and Charitable Planning, Trust Administration

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CGPA Certified Gift Planning Associate

Insurance Licenses

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

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, Banking, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources