David Bernard

Contact

David Bernard, CLU®, ChFC®, CFP®
Wealth Management Advisor

8220 San Pedro NE
Ste 505

Albuquerque, NM 87113

Phone: 505-880-9600

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Providing Pathways to Financial Security

David W. Bernard is a Wealth Management Adivsor located in Albuquerque, NM. His financial services practice incldues 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 and investment adivsory platforms. David can also provide business planning services, including buy/sell planning for small business owners, employee benefits and retirement plans.

Our office is located at 8220 San Pedro NE, Ste. 505 in Albuquerque, NM, which is near the intersection of Paseo Del Norte and San Pedro. Parking can be found by turning right on Carmel from San Pedro (north of the building), then turning right into our complex. David is also available for appointments in Santa Fe, N.M and Las Cruces, N.M.

Miller Financial Group Wins National Community Impact Award from Northwestern Mutual Foundation

Ben Miller, managing partner of The Miller Financial Group, along with his team at the Albuquerque office of Northwestern Mutual, were awarded the 2010 Community Impact Award from the Northwestern Mutual Foundation for their ongoing work with the Juvenile Diabetes Research Foundation (JDRF) of New Mexico. JDRF is an organization committed to finding a cure for Type one diabetes and its complications through the support of research. In recognition of the office’s work with JDRF, the Northwestern Mutual Foundation will make a $50,000 grant to support the organization’s mission of finding a cure for diabetes.

For more information, visit our Community Involvement page.

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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Forbes Lifetime Planning iPad App

Northwestern Mutual is proud to be the exclusive partner of the new Forbes Lifetime Financial Planning app for iPad, free for download on the Apple Store. Within the app, Northwestern Mutual offers articles, consumer tips and videos that address common financial planning questions.

One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

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Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Real Stories From Real People

See Facebook Badgevideos of our policyowners of our policyowners sharing how permanent life insurance has made a difference in their lives.

What is Long-Term Care and What are Your Options?

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.