Oliver Bernhardt

Oliver Bernhardt, CFP®, is a Senior Financial Advisor at Vanguard, demonstrating a strong commitment to financial planning and client welfare. Their experience spans various roles in the financial sector, where they have successfully customized financial plans catering to retirement, education, and legacy goals. Previously, Oliver worked as a server and event coordinator at Noble Food and Pursuits, further enriching their customer service skills. With a background in Business Administration and International Business from universities including Elon University and the University of North Carolina at Charlotte, Oliver upholds fiduciary standards while guiding clients through complex financial landscapes.