Paul Bernier

Paul Bernier

Retirement Planning Specialist

Paul Bernier is the Founder and President of Bernier Financial Services. Starting his career in 2006, Paul has helped many of his clients navigate through the complexities of retirement. He attended The Wharton School of the University of Pennsylvania to become a certified Retirement Planning Specialist® and also earned a CRPC® designation from the College for Financial Planning. The CRPC  (Chartered Retirement Planning Counselor) designation is considered one of the nation’s premier retirement planning credentials. In addition, Paul holds an Ohio Life, Accident and Health Insurance License as well as the Series 7, Series 66 and Series 24 securities licenses.

Paul is a consistent Million Dollar Round Table (MDRT) qualifier. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.  Paul is also a member of AXA Advisors Elite Producer Group (EPG). The EPG is a platform of top producers who meet certain eligibility requirements. EPG members are the most distinguished, innovative and respected financial professionals affiliated with AXA Advisors. Their members are highly experienced at meeting the special needs of affluent individuals, corporate executives and business owners.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 800-581-1053
Fax 330-664-1880
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