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For more than three decades, Noreen has developed extensive knowledge and capabilities in various roles throughout the financial services industry. She began her career at the Philadelphia Stock Exchange, moved to Merrill Lynch in 1995, and joined the Bernardo team in January 2004.

She takes pride in providing clients with personalized financial care and education. As a result of her attention, clients receive superior problem-solving along with an extraordinary degree of understanding. Noreen contributes to Bernardo Wealth Planning as a registered client service director and serves as the firm’s notary public.

A native of Philadelphia, Noreen, along with her husband, Brian and their children, Brandon and Ashley, have called Quakertown home since 2002. Noreen serves as a volunteer and is very involved at the St. Isidore Food Pantry. In her spare time, Noreen enjoys the company of her family and friends, reading, going to the beach, and concerts.

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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.

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