David Bernhard

Financial Representative at Wealth Strategy Partners

David Bernhard is an experienced financial professional currently serving as a Financial Representative at WestPac Wealth Partners since September 2018, where the focus is on developing comprehensive financial plans for clients. In addition, David has been a Corporate Services Financial Consultant at E*TRADE since August 2016, specializing in equity compensation and financial planning. Prior experience includes roles as a Financial Solutions Advisor at Merrill Edge from December 2012 to May 2016, where David operated as a Merrill Lynch Financial Adviser within a Bank of America Financial Center, and as a Financial Planner at MetLife from December 2005 to December 2012. Education was completed at CSUSM College of Business between 2004 and 2005.

Location

Carmel Valley, United States

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