Adam Bernard entered the financial services industry in 2016, most recently joining Cambridge Investment Research, Inc in 2023. He has obtained FINRA Securities Registrations Series 7, 24, and 66, has obtained his CERTIFIED FINANCIAL PLANNER™ professional designation as well as his Life, Health, and Variable Annuity Insurance Licenses.
Adam’s goal is to help individuals, families and business grow financially by leveraging his focus in retirement planning and asset management strategies. His professional approach offers a thorough analysis of goals, priorities and resources to develop a customized strategy for each of his clients. The result is a portfolio of strategies with the potential to start his clients on their way toward achieving financial success. When Adam is not helping his clients reach their goals, he enjoys spending time with family and being out on the golf course.