Steven Bernardy

Steven Bernardy is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management.13 He has been with the company since 1997, when he joined to manage the Santa Ana office.3

Professional Background

• Current Role: Senior Vice President and Senior Financial Advisor at Merrill Lynch13
• Location: Newport Beach, California2
• Years of Service: Over 25 years (joined in 1997)3

Qualifications and Expertise

Steven Bernardy holds several professional certifications:

• Certified Plan Fiduciary Advisor (CPFA), issued by the National Association of Plan Advisors in October 20182
• Chartered Retirement Planning Counselor (CRPC)3
• Retirement Accredited Financial Advisor (internal Merrill Lynch certification)2

Areas of Focus

As a financial advisor, Steven Bernardy likely provides a range of wealth management services to his clients. His expertise includes:

• Retirement planning
• Plan fiduciary services
• General wealth management and financial advising

Contact Information

For those interested in reaching out to Steven Bernardy professionally:

• Phone: 949.721.61301
• Office Location: 520 Newport Center Dr, Newport Beach, CA 926604

Steven Bernardy's extensive experience and certifications suggest he is well-equipped to assist clients with complex financial planning needs, particularly in the areas of retirement and fiduciary services.