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Category Archive: Networking

November 25, 2019

Financial Focus: Women on the Move

Financial Focus: Women on the Move

In early October, Rose and Jackie had the privilege of attending the JP Morgan Chase Women on the Move Leadership Day in New York City. This prestigious event hosts employees and a select group of financial advisors from around the country. They heard from top…
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September 18, 2017

BWP welcomes Matt Rittenhouse, CFP® and Lance Rosina to the team.

BWP welcomes Matt Rittenhouse, CFP® and Lance Rosina to the team.

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…
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May 20, 2016

Wealth Planning: It’s What Protects You From Overspending

Wealth Planning: It’s What Protects You From Overspending

There is a great deal of competition for a modern family’s income. Each month, the average family writes checks for rent or mortgage, childcare, and utilities. Couple those monthly expenses with outlays for transportation, food, clothing, tuition bills for children, student loan payments, and expenses…
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This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Bernardo Wealth Planning recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. © 2016 Bernardo Wealth Planning

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