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

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This Office

535 Boylston St Ste 300 Boston, MA 02116-3785 Phone: (617) 247-0518