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  • About
    • Meet the Team
    • Integrated Asset Management
    • Connect
  • Client Experience
    • Process
    • Investment Ideology
  • Advisor Experience
  • Knowledge Hub
    • Retirement Classes
    • Personal Finance Webcasts
    • Forbes Articles by Canter Wealth
    • Financial eGuides
    • Blog
  • Client Portals
    • Investment Portal
    • Financial Plan Portal
    • TD Ameritrade
  • Schedule Meeting
 

Slide SENIOR WEALTH ADVISOR Michael Bernier, CFP®, AIF® 858.812.7547
[email protected]
With over fifteen years of experience in the wealth management industry, Mike Bernier presently serves as a Senior Financial Advisor for Canter Wealth, where he helps clients achieve their goals using prudent financial planning.

Prior to joining Canter Wealth, Mike was a Senior Advisor at one of the fastest-growing financial planning firms in the country, managing over $200 million in client assets.1 His experience in personal finance enables him to develop strategic approaches in the areas of tax strategy, investment management, retirement, and estate planning.

Mike graduated Summa Cum Laude from San Diego State University’s College of Business Administration with a major in Financial Services. Based on his achievement in the program, Mike was recognized by Beta Gamma Sigma, The International Honor Society for Business Excellence. Following his lifelong passion for knowledge, Mike chose to pursue and complete all the requirements necessary to become a CERTIFIED FINANCIAL PLANNERTM practitioner.

Mike teaches retirement adult education courses at colleges across San Diego. He has been featured on CBS, KFMB, KRLA and was previously a co-host on a local financial radio show for many years.

During his free time, Mike is an active member of the Aztec Athletic Foundation and enjoys spending time with his wife, Nicole and three children, Grant, Wesley, and Charlotte.

1 “RIA Survey & Ranking 2018,” Financial Advisor Magazine, July2018

 



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Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser


T | 858.812.7550 E | [email protected]

Canter Wealth is a division of CANTER COMPANIES

CANTER REAL ESTATE GROUP / CANTER DEVELOPMENT



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Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Real Estate Group, Canter Development, and Canter Capital are affiliated companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies is operated separately. Engaging the services of one entity does not entitle any client to the rights and protections of another entity, some of whom are regulated entities subject to different regulatory regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity and are not for services provided by another Canter Company. The protections afforded when doing business with one entity may not necessarily exist when doing business with another affiliated entity


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