39 min
Jeff Bernier - The Money and Meaning Journey Standard Deviations with Dr. Daniel Crosby
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- Investing
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jeff Bernier. Jeff has been providing personalized financial advice to individuals and families since 1986. After starting his career with a large firm where he felt there were limited products and services available, he made the decision to form his registered investment advisory (RIA) firm, TandemGrowth Financial Advisors, LLC. This gave Jeff the freedom to offer the holistic, objective advice that he believes his clients need and deserve. Three decades later, he couldn’t be prouder of his team and the firm’s continued dedication to their clients and their financial planning. In addition, Jeff enjoys sharing his experiences as a frequent speaker and published author. He often covers tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors.
Daily, Jeff oversees the firm’s investment research and portfolio management team and develops its overall investment strategy. He also works directly with clients, helping to evaluate their personal financial and life choices' opportunities, benefits, costs, and tradeoffs.
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jeff Bernier. Jeff has been providing personalized financial advice to individuals and families since 1986. After starting his career with a large firm where he felt there were limited products and services available, he made the decision to form his registered investment advisory (RIA) firm, TandemGrowth Financial Advisors, LLC. This gave Jeff the freedom to offer the holistic, objective advice that he believes his clients need and deserve. Three decades later, he couldn’t be prouder of his team and the firm’s continued dedication to their clients and their financial planning. In addition, Jeff enjoys sharing his experiences as a frequent speaker and published author. He often covers tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors.
Daily, Jeff oversees the firm’s investment research and portfolio management team and develops its overall investment strategy. He also works directly with clients, helping to evaluate their personal financial and life choices' opportunities, benefits, costs, and tradeoffs.
39 min