Mike Bernier, CRPC®

Mike Bernier, CRPC®

Financial Planner

Phone: 603-703-0266
E-mail:


 

Michael joined the firm in 2013 and believes that commitment, trust, and personalized service provide the foundation for any strong investment plan.

Prior to joining the team, Michael earned his B.A. in theology from Saint Anselm College. He then worked for two years at the Vitamin Shoppe, first in sales, then as the Assistant Store Manager. As a Sales Associate at Robbins Farley, Michael earned his Series 7 and 66 securities registrations and takes pride in building individual investment plans for each client with the highest level of personal service and professional integrity.

Michael’s role at the firm is to help create and maintain each client’s investment plan. Michael takes a personal approach to each plan and works with clients to gather information on their goals, dreams, concerns, and financial circumstances. By employing the planning process, each client receives an easy to understand plan for prioritizing and achieving important life goals.

Away from the office, Michael gives back to his community by volunteering his time with Habitat for Humanity. He lives in Manchester, NH, where he enjoys living an active and healthful lifestyle, including hiking, paddle boarding, and snowboarding.