Bernardo joined Weiser Financial as a Client Service Representative, bringing experience in customer service, finance, and operations. He plays an important role in supporting the client onboarding process and helping provide a seamless client experience.
Bernardo earned his bachelor’s degree in Finance from the University of Central Florida. He also holds the Series 7, Series 63, and Series 65 securities registrations, as well as his Florida 2-15 Life, Health, and Variable Annuity license.
With a strong passion for serving others, Bernardo is dedicated to building lasting relationships and ensuring clients feel supported throughout their experience with Weiser Financial.
Outside the office, Bernardo enjoys traveling, exploring new dining experiences, and keeping up with soccer.