Qualifications

Bernard Financial Services has been providing businesses, associations, families, and individuals with wealth management expertise for over a decade.  David L. Bernard ChFC CFP® CLU MSM has been active in the financial services community since 1974.  He has taught undergraduate and graduate courses in finance, management, and insurance and brings those teaching skills to our firm.  He is committed to helping clients understand complex financial issues with the objective to achieve their goals.

David earned his Masters of Science in Management from The American College, Bryn Mawr, Pennsylvania, and Bachelor of Arts from the University of Colorado.  He holds the professional designations of CHARTED FINANCIAL CONSULTANT, CERTIFIED FINANCIAL PLANNER™, and CHARTED LIFE UNDERWRITER.  He is a past president of both the Colorado and the Denver Associations of Life Underwriters, and has been a frequent speaker to consumer and industry groups.  He helped prepare a week long financial planning series for ABC-TV, has appeared on KOA radio and published numerous articles on financial planning.  David belongs to the Society of Financial Service Professionals (SFSP), the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), and also is a member of the Colorado Society of Association Executives (CSAE).

The administrative staff of Bernard Financial Services has many years experience at assisting both planners and clients through the maze of administrative questions and paperwork involved in most every wealth management effort.  Our office is equipped with modern equipment and software and it’s kept in top running shape and backed up each night by our great IT personnel.  Bernard Financial Services is committed to providing understanding, caring and friendly service to our clients, their friends, and the community.

Call us or click here david@bernardfinancialservices.com and we'll be happy to confidentially discuss your circumstances and opportunities.