Nick Bernardo, CFP®

Nick Bernardo, CFP®, has a solid background in the financial industry with extensive work experience. Nick is currently the Founder & CEO of OnBord, a position they assumed in 2020. Prior to that, they served as a General Partner at B Capital starting in 2018. From 2016 to present, they have been the Managing Partner and Family Wealth Advisor at Bernardo Wealth Planning, where they focus on developing personalized financial plans for clients. Before that, Nick worked as a Financial Advisor at Morgan Stanley from 2009 to 2016 and at Merrill Lynch from 2006 to 2009.

Nick Bernardo, CFP®, graduated from Juniata College with a B.A. degree in Business Management. Nick obtained their CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. in January 2012.