We are pleased to announce and welcome two new talented investment minds, Matt Rittenhouse, CFP® and Lance Rosina, to the Bernardo Wealth Planning team.
Matt brings over 16 years of investment and financial planning experience to our firm. He joins us from Whipple & Associates/Mass Mutual where he worked with the firm’s business and estate team. Matt resides in Telford with his wife and three daughters.
Lance began his career in 2014 and comes to us from Stifel Financial Corp. He is focused on building relationships with clients and providing a high level of service and planning expertise. Lance will be getting married over Thanksgiving weekend in Ireland to his fiancé, Aoife.
We are proud to have Lance, Matt and their clients join the “family” and we look forward to building lasting relationships together.
The past year has been a big one for our firm. As we look back, we couldn’t be happier to have made the transition to independence. We remain focused on delivering excellent service, relevant resources and top talent. The industry and regulations continue to evolve and we feel strongly that we are positioned well for the future.