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Dan Bernardo

AIF®, QPFC

Senior Financial Planner

Professional Experience

Dan joined Sentinel Benefits & Financial Group in 2011 as an Investment Consultant. He is a Registered Representative of Sentinel Securities, Inc. and an Investment Advisor Representative of Sentinel Pension Advisors, Inc.

Dan offers fee-based investment management and financial planning services to businesses, individuals and their families and is firmly committed to building long-term relationships with his clients.

Dan also works with businesses and organizations helping plan sponsors review their retirement plan investments, increase overall plan effectiveness and provide fiduciary governance to their plans.

I've known from a young age that I wanted to be in a position where I can help others. I'm fortunate to live that dream by helping individuals and their families in fulfilling their financial goals.

Educational Background and Certifications

  • Siena College, Loudonville, NY – Bachelor of Science – Finance
  • The Commonwealth of Massachusetts – Life Insurance license
  • Accredited Investment Fiduciary®, AIF®
  • Qualified Plan Financial Consultant, QPFC
  • FINRA Series 7 & 66