Broker Check
Bernardo Chavez

Bernardo Chavez

Senior Wealth Advisor

I am a seasoned Wealth Manager with over 15 years of experience in the financial services industry. My core competencies include financial planning, investment management, and market analysis. I am passionate about behavioral economics and enhancing clients lives through financial empowerment. My credentials include FINRA Series 7 & 66 licenses, and CA insurance licenses.

Outside of work, I enjoy spending time at the beach with my 5 year old son Bruno, traveling, and training for triathlons.