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Paul Bernier

Paul Bernier

Retirement Planning Specialist

Meet Paul Bernier, our passionate Founder and President, with over a decade of experience in guiding clients through the intricacies of retirement planning.

Paul's journey began in 2006, and since then, he has been dedicated to helping individuals like you achieve their retirement goals. Armed with a wealth of knowledge, Paul continued his education at The Wharton School of the University of Pennsylvania, becoming a certified Retirement Planning Specialist®. He further earned the prestigious CRPC® designation from the College for Financial Planning, solidifying his position as one of the nation's foremost retirement planning experts.

Paul's accolades speak for themselves, as he proudly qualifies as a consistent Million Dollar Round Table (MDRT) member. This elite group showcases not only Paul's outstanding professional knowledge but also his unwavering ethical conduct and exceptional client service.

As if that wasn't enough, Paul is also an esteemed member of Equitable Advisors Elite Producer Group (EPG). This exclusive platform brings together top-notch producers who excel in meeting the unique needs of affluent individuals, corporate executives, and business owners.

With Paul Bernier and Bernier Financial Services by your side, rest assured that your retirement planning journey will be guided with care, expertise, and a warm smile. Welcome to a brighter financial future!

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

 

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.

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