Dan Bernardo


VP, Financial Planner, Private Client Group

Professional Experience

Dan joined Sentinel 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.

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


Pittsfield, MA

Out of the Office

Dan enjoys being outdoors, golfing, and spending time in Berkshire County with friends and family.

Check the background of this investment professional on FINRA's BrokerCheck.

Personal Quote

“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.”

This website uses cookies. By accepting the use of cookies, this message will close and you will receive the optimal website experience. For more information on our cookie policy, please visit our Privacy Policy.