Catherine Bernard, Financial Advisor, founded her practice in 1996 and has since built her client base to over 400 clients with over $12 million in assets under management across 10 states. She specializes in providing financial peace of mind for her clients. She works with individuals and business owners to help them understand their true financial needs while setting and achieving realistic financial goals for them. Utilizing a team of professionals, she provides a unique full service and integrated needs analysis system. Catherine can help create a strategy that furnishes clients with constructive ideas to help them reach their financial goals. It is both an advisory service and a financial support product provider.
She has qualified again for MDRT (Million Dollar Round Table) in 2008. Currently, she is enrolled in an advanced course to get her CFP License (Certified Financial Planner) by end of November 2010.
Since 1996, Catherine has been a member of the National Association of Insurance and Financial Advisors, the largest non-profit association representing insurance professionals and financial advisors in the United States with over 85,000 members nationwide.
Since 2000, she has been an active member of nonprofit organization, NAWBO (National Association of Women Business Owners), where she has experienced the necessary steps to create an environment of support and business growth for its’ members. These steps were discovered from her volunteer involvement in many different NAWBO committees. Currently serving as Immediate Past President of the NAWBO Boston chapter, she is committed to its’ success.
In 2009, Catherine has volunteered to become a big sister through the Big Sister Association of Boston. She has enjoyed the rewards of being a big sister for her entire life and is excited to share them with a little sister through the organization.
Catherine is a Financial Representative of Principal National Life Insurance Company and Principal Life Insurance Company and a Registered Representative of Princor Financial Services Corporation. Securities offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National (except in New York) and Principal Life are issuing insurance companies of the Principal Financial Group. Principal National, Principal Life and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Catherine can be reached at firstname.lastname@example.org or Toll Free (866)287-2638 ext.557.