Paul Bernier

Retirement Planning Specialist

At Retirement Group

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 Equitable 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 Equitable 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 Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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.

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

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