Cfp® Dan Bernardo Aif®, Cpfa

Dan Bernardo, CFP®, AIF®, CPFA has extensive work experience in the financial industry. Dan began their career as an Accounting Intern at Berkshire Health Systems, where they gained experience in daily operations and activities in the Accounting Department. During this time, they were responsible for manually adjusting Medicare secondary renal claims to meet MA Health billing compliance.

In 2011, Dan joined Sentinel Benefits & Financial Group as a Senior Financial Planner. Dan provided holistic and consultative financial planning services, helping companies across various industries rethink their employee benefits to recruit and retain top talent. Their role also involved simplifying plan design for employers and putting health + wealth strategies into perspective for employees.

Currently, Dan holds the position of Vice President, Financial Planner, Private Client Group at Sentinel Benefits & Financial Group. Dan continues to provide comprehensive financial planning services to private clients, using their expertise in retirement plans, group health insurance, and reimbursement accounts such as FSAs and HSAs, and COBRA.

Overall, Dan Bernardo has demonstrated expertise and experience in financial planning and employee benefits, making him a valuable asset in helping clients plan for their financial future.

Dan Bernardo, CFP®, AIF®, CPFA, holds a Bachelor of Science degree in Finance from Siena College. Dan has also obtained additional certifications, including Certified Financial Planner (CFP) from the CFP Board, and Qualified Plan Financial Consultant (QPFC) from the American Society of Pension Professionals and Actuaries. The specific years of obtaining these certifications are not provided.