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
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Jeanne Bernardin is a Financial Advisor at Modera Wealth Management, LLC. Jeanne’s role involves working with individuals and their families to build, execute and monitor the progress of their financial plans and investment strategies to help them achieve their financial goals. Jeanne has experience working in all areas of wealth planning, including retirement planning, estate planning, tax planning, risk management and investment management. In addition, she works closely with clients’ other professional advisors, such as accountants, estate attorneys, and insurance agents, to ensure all aspects of the financial plan work together.
Jeanne has over 15 years of experience working in the industry. She spent more than 10 of those years working at Fidelity Investments with institutional clients on all aspects of their client relationships. This included asset allocation, contract negotiations, and client service needs. Most recently Jeanne worked as a Certified Financial Planner for a fee-only financial advisory firm outside of Boston.
Additional Information
Jeanne earned a Bachelor of Arts degree in Economics from Providence College, graduating Cum Laude. She is also a CERTIFIED FINANCIAL PLANNERTM professional. Jeanne is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). She formerly served as Treasurer to the Trustees of the School Trust Fund in Hopkinton, MA.
Outside of work Jeanne enjoys biking, hiking, reading, and volunteering in the community. Jeanne lives in Hopkinton, MA with her husband and three sons. (CAM 3495)
NAPFA Start Date
June 16, 2016
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