About My Practice
Bernd inspires his clients to move from uncertainty to peace of mind by consolidating, coordinating, and simplifying their financial affairs. His clients achieve balance in their lives as they define and prioritize their financial goals.
Bernd’s financial values are founded on the five Christian principles of financial success:
• spend less than you earn • reduce use of debt • build liquidity
• set long-term goals • be thankful for all you have
It is his privilege to be able to take an active role in his community. Bernd is a member of King of Glory Lutheran Church and chairs the church’s Endowment Committee. He is currently serving on the board of the German American Business Association and is active in the UCLA Anderson Alumni Association, Orange County. After spending 18 years in the corporate world of the technology industry, Bernd chose to change his career to pursue a more meaningful profession where he can help other people, and make a difference in their lives. He began his financial planning practice in 2006 at Morgan Stanley and moved to MetLife in 2008, where he could embrace comprehensive financial planning. In 2010, Bernd achieved his Certified Financial Planner (CFP®) designation. A graduate of the Fachhochschule Ulm in Germany and an Executive Management Certificate holder from UCLA Anderson, he is also a member of prestigious organizations such as the Financial Planning Association.
Bernd grew up in Germany, has been married since 1992 and has 3 children. He enjoys spending time with my family, going skiing, jogging, biking, traveling, and practicing Yoga.
18 years in the technology industry in roles ranging from engineering to Product Director and VP Marketing
2006 - 2008 Financial Advisor with Morgan Stanley
Since 2008 Financial Planner with MetLife, Financial Planning Division
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities and investment advisory services offered by MetLife Securities, Inc. (MSI) (FINRA/SIPC), a registered investment adviser. MLIC and MSI are MetLife Inc. companies.
Considerations: If my clients engage me in a Financial Planning capacity I will act as a fee-only planner and fiduciary to my clients.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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