Lance
Rosina
Bernardo Wealth Planning, LLC
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About this Advisor
Lance Rosina is a financial advisor based in Harleysville, Pennsylvania, working with Bernardo Wealth Planning, LLC. Lance has previously held positions at Univest Investments, Inc, Stifel Financial Corp, and Bernardo Wealth Planning LLC. Lance has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Lance is part of Bernardo Wealth Planning, LLC, which operates out of Harleysville, Pennsylvania. The firm has 10 employees and manages assets totaling $609.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Bernardo Wealth Planning, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bernardo Wealth Planning, LLC Brokerage Details
$609,819,853
10
1,858
$328,213
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lance Rosina Work History
Bernardo Wealth Planning LLC
Stifel Financial Corp
Univest Investments, Inc
Disclosures
Please visit the SEC profile of Lance Rosina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bernardo Wealth Planning, LLC
Harleysville, PA
Harleysville, PA
Harleysville, PA
Harleysville, PA
Harleysville, PA
Harleysville, PA
Harleysville, PA
Harleysville, PA
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