Andrew Bernell (CFP®, CPA, JD)

Andrew Bernell focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

I am Andrew and I am the founder of Century Park Wealth Management. I am a Certified Financial Planner, a CPA and former attorney. I specialize in helping working professionals achieve their financial goals. Whether you are nearing retirement, a business owner/entrepreneur or working professional, we can work with you to get your investments organized. Most importantly: we'll help you achieve the satisfaction that your investments will help you achieve your goals.

Additional Information

If you are retiring or nearing retirement, we'll help you make sure your investments will last through your retired years. We'll help you make social security and Medicare decisions. And your investments and other income in retirement will be balanced again your spending expectations, so you can live the life you've always wanted. If you are a working Gen X professional, we can help you get your investments organized. If you need help with stock options (NQSO, ISO or RSU's, we can help you with those). If you are a business owner, your retirement planning options are broad. SEP IRA's, defined benefit/pension plans, or Solo 401(k)'s, or a combination of the above. Fees depend on your needs, whether you need investment management or or-going financial planning to build your wealth. Check out our website to learn more: https://www.centuryparkwm.com/

NAPFA Start Date

November 03, 2021

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This Office

1420 Peerless Place Apt 108 Los Angeles, CA 90035 Phone: (713) 822-0146