RAFAEL BERNARD, CFP®, MSFP®
Advanced Planning Consultant
- Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
- Earned a bachelor’s degree from Emerson College, a master’s degree in financial planning from the McCallum Graduate School of Business at Bentley University and a financial therapy certificate from Kansas State University
- Is a CERTIFIED FINANCIAL PLANNER™ professional
- Was previously a financial advisor with Lincoln Investment and a subject matter expert for In Good Company, a MassMutual learning initiative
