Dave Bernhard

3131 Camino Del Rio North, Suite 1200
San Diego, CA 92108

About Metlife

Dave concentrates on working with business owners, affluent professionals, and retirees. ?My goal is to help you reach your financial goals and objectives by implementing the right financial strategy for you.?

Dave provides solutions to your financial concerns through:


* Fee-based Asset Management

* Tax Reduction Strategies

* Retirement Funding

* Education Funding Strategies

* Small-Business Products & Services

* Insurance

* Estate Conservation Strategies

Dave received his Bachelor of Science degree in Business Administration from California State University at San Marcos. Dave, his wife, and their two daughters have lived in San Diego for seven years.

MetLife and its representatives do not provide tax or legal advice. Please consult with your own tax or legal advisors for such guidance.

I am licensed and registered to offer products and services in [CA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

5 Years of Experience



General Information
Insurance License#:   0F07279
Name of Broker/Dealer:   Metlife
States Licensed in:   CA
Number of Years with Current Firm:   5
I work with the following types of clients:   Businesses , Individual Investors


Services
Investment Types:   Insurance , Mutual Funds , Bonds , Stocks , Annuities , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , At your home , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life , Health
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   YMCA


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   50000
Compensation Methods:   Based on Assets



FAQs

Dave Bernhard

Dave Bernhard

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM