CA Insurance License 0B76143

Bernard grew up in South Africa and graduated from the University of Cape Town with a B.Sc. in Construction Management and Economics. In 1992 he immigrated to the United States. He has been in the Financial Services industry since 1996.

Bernard’s clients include business owners and individuals that are seeking assistance with getting their financial houses in order. As the saying goes “If you don’t know where you are going, any road will get you there.” Bernard helps people define where they are going and helps them choose a road that will get them there.

Among his pastimes are spending time with his wife Marlo and their three children, reading and playing chess.

Bernard can be reached at (858) 452-4930, extension 106