Bernard, David W.
Wealth Management Advisor, Northwestern Mutual in Albuquerque, New Mexico
Mr. Bernard has been a wealth management advisor with Northwestern Mutual for 39 years. He holds designations as a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP). Mr. Bernard also holds five investment licenses with the SEC, including the Series 7. At Northwestern Mutual he has the title of Estate and Business Planning Specialist. He has a financial planning practice as well as an insurance and investment practice. Mr. Bernard and his team have over $220,000,000 of assets under management and he is a member of the MDRT Court of the Table. He has spoken on various financial educational topics throughout his career.