Jeanne Bernardin (CFP®)

Jeanne Bernardin focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

NAPFA Start Date

June 16, 2016


This Office

13 Water St Holliston, MA 01746-2375 Phone: (508) 429-2600