Dan Bernardo


VP, Financial Planner, Private Client Group

Professional Experience

Growing up in a hardworking middle-class family, Dan understands the importance of helping people manage their finances. 

Dan treats each conversation as if he's talking to a family member. Relationship building is a top priority for him, and he brings sincere advice and straightforward recommendations to the table – no matter what. 

Fun fact about Dan: From a young age, he knew he wanted to help people. While his lifelong dream was to be a Massachusetts State trooper or local police officer, he recognizes that he's still fulfilling his passion for helping people, albeit in a different manner.

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.”

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