Brock began his career in the Financial Services industry in 2021 following his graduation from Liberty University. While there, he earned a bachelor’s degree in business administration with an emphasis in financial planning. Prior to joining Bernardo Wealth Planning, Brock worked at two local firms, gaining valuable experience and knowledge. He holds both the Series 7 & 66 licenses, and is also a CERTIFIED FINANCIAL PLANNER®.
Taking the first step toward a fully integrated financial life is simple. We begin with an open conversation about your complete financial picture — no preparation needed. Your Wealth Coach will guide you through our discovery process, designed to understand every aspect of your financial ecosystem and create a roadmap for your future.
Whether you’re planning for retirement, building wealth, or securing your legacy, your Wealth Coach is here to coordinate it all.
