Elizabeth Bernhard (CFP®, MBA)

Elizabeth Bernhard focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

As a Senior Wealth Advisor at Albion Financial Group, I develop and maintain lasting relationships with high net worth families and individuals. I provide financial planning and investment management guidance based on clients’ needs, goals, and risk preference. I help clients make a series of good financial decisions overtime as they pursue their goals.

I am experienced in helping clients successfully understand, plan, and manage their financial goals. I obtained my MBA in 2012 and CFP® in 2014 and have upheld its high standards of ethics, professionalism, and client interaction. I am eager to deliver an exceptional level of service and planning expertise.

Additional Information

Originally from Michigan, I moved to Utah after college to enjoy the skiing. After spending a few years working and skiing in Alta, I now ski as many weekends as my schedule will allow. My extracurricular activities include creativity in the kitchen as well as the pleasures of hiking and camping in the diverse environments of the great state of Utah.