Berard & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Berard & Associates
Team photo for Berard & Associates

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Advisors

Robert E Berard

CFP®, CSRIC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Robert E Berard's website

Adrian Mohorovich

CFP®, MS, CRPC, APMA, CRPS, MPAS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Adrian Mohorovich's website


Team

Antonette Barile

Antonette Barile

Client Service Specialist