Providing Pathways to Financial Security

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, David Bernard can help. David understands the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and mine. David Bernard will work to understand your current personal and financial circumstances and your goals for the future. David will work to do more than determine a planning solution. He will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

As your Wealth Management advisor, David will listen, clarify and help prioritze your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

And he'll stay in touch, so as your needs evolve over time we can make the changes necessary to protect your overall financial picture for the future.

Let David and his team of assembled financial professionals help you ensure your financial future is all you want it to be.  We invite you to contact us at 505-880-9600.


David W. Bernard is a Wealth Management Advisor located in Albuquerque, New Mexico.  His financial services practice includes investment and insurance planning, which utilizes a wide variety of financial planning products such as life insurance, disability income insurance, long-term care insurance, annuities, mutual funds services, including buy/sell planning for small business owners, employee benefits and retirement plans.

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David W Bernard, CFP®, CLU®, ChFC®, LUTCF

Wealth Management Advisor

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