Richard Bernius
Paraplanner
Rich brings a rare combination of academic rigor and real-world business leadership to financial planning. Holding a Bachelor of Science in Finance from MIT and an MBA from UCLA, he has also completed the UC Berkeley Certificate Program in Personal Financial Planning and passed the CFP® examination. Rich is working on additional requirements for certification.
Rich spent over 30 years leading and managing small businesses, developing a deep, practical understanding of how financial decisions shape outcomes in the real world. He now brings that experience to our financial planning practice — helping clients at every stage of life build strategies that are not just technically sound, but grounded in a genuine understanding of how money, risk, and opportunity intersect in people's lives.