Liz Bernhard

CFP®, MBA
Personal Finance, Retirement, Investing
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“With almost a decade of experience in the financial industry, Liz Bernhard provides financial planning and investment management guidance based on clients’ needs, goals, and risk preference.”
Firm:

Albion Financial Group

Job Title:

Senior Wealth Advisor

Biography:

Since joining Albion in 2009, Liz Bernhard has continued the tradition of collaborating with others on the Albion team on behalf of her clients.  She works diligently to understand the nuances of each issue her clients face in order to bring about the best possible solution.

Liz began her career at Albion as an Associate Wealth Advisor, where she learned the systems and procedures, and in 2011 transitioned to the role of Senior Wealth Advisor. Throughout her tenure, she has consistently demonstrated that she’s an eager and quick learner. Liz obtained her CFP® license to compliment her MBA from Westminster College.

Originally from Michigan, Liz moved to Utah after college to enjoy the skiing. After spending a few years working and skiing in Alta, she now skis as many weekends as her schedule will allow. Liz is well rounded in her extracurricular activities, enjoying the creativity of the kitchen as well as the pleasures of hiking and camping in the diverse environments of the great state of Utah.

Education:

MBA, Westminster College
BS, Economics, University of Colorado

Fee Structure:

Fee-Only

CRD Number:

6723664

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2 weeks ago
    Personal Finance

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