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Dan Bernardo

CFP®, AIF®, QPFC

VP, Financial Planner, Private Client Group

Professional Experience

Dan joined Sentinel Benefits & Financial Group in 2011 as an Investment Consultant. He is a Registered Representative of Sentinel Securities, Inc. and an Investment Advisor Representative of Sentinel Pension Advisors, Inc.

Dan offers fee-based investment management and financial planning services to businesses, individuals and their families and is firmly committed to building long-term relationships with his clients.

Dan also works with businesses and organizations helping plan sponsors review their retirement plan investments, increase overall plan effectiveness and provide fiduciary governance to their plans.

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I've known from a young age that I wanted to be in a position where I can help others. I'm fortunate to live that dream by helping individuals and their families in fulfilling their financial goals.

Educational Background and Certifications

  • Siena College, Loudonville, NY – Bachelor of Science – Finance
  • The Commonwealth of Massachusetts – Life Insurance license
  • Accredited Investment Fiduciary®, AIF®
  • Qualified Plan Financial Consultant, QPFC
  • FINRA Series 7 & 66
  • CERTIFIED FINANCIAL PLANNER™

Hometown

Pittsfield, MA

Out of the Office

Dan enjoys being outdoors, golfing, and spending time in Berkshire County with friends and family.

Check the background of this investment professional on FINRA's BrokerCheck.

LinkedIn Email Dan Bernardo

Thought Leadership

Establishing a Budget

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Socially Responsible Investing: Aligning Your Money with Your Values

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Avoid Falling For The Social Security Imposter Scam

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