LPL Financial announced today that financial advisor Michael Bernier, CFP, AIF, has joined LPL’s employee advisor channel Linsco by LPL Financial to launch GWC Financial Advisors. And he reported serving approximately $165 million in advisory, brokerage and retirement plan assets and joins LPL from Canter Wealth. He will operate from the Linsco office in San Diego.
With 20+ years of experience in wealth management, Bernier helps clients work toward their goals using meticulous financial planning. His deep understanding of personal finance enables him to develop strategic approaches in tax strategy, investment management, and retirement and estate planning.
The Linsco employee advisor model offers financial advisors the core tenets of independence, including managing their client relationships and having the flexibility to run their practice on their terms. And with Linsco, advisors have access to LPL’s integrated wealth management platform and business resources, along with the additional benefits of having support from an experienced branch management team and other dedicated consultants.
Bernier is also active in his community. He teaches retirement adult education courses at colleges across San Diego. He serves as a board member of Poway American Little League and is an active member of the Aztec Club, which supports San Diego State Athletics. He was previously a den leader and served as Committee Chair for Cub Scout Pack 109.
KEY QUOTES:
“There are many things to worry about in life, but I get joy in taking at least one thing off my clients’ plates. I build long-lasting, meaningful relationships with my clients and their families, focusing on planning first to determine their goals and aspirations. It’s my job to help make sure they are on track financially so they can invest accordingly.”
“My clients’ financial well-being is always at the forefront of my mind. As an advisor with a fiduciary focus, my job is to continuously look for ways to act in their best interest and improve their overall experience. The decision to move to LPL came after a great deal of due diligence. I believe LPL’s comprehensive services and tools, along with its model of transparency and dedication to independence, allow me to give my clients guidance on what is most appropriate for them.”
“I’m thrilled to join Linsco and have the opportunity to work with such a supportive and collaborative team. LPL’s commitment to providing advisors with the resources and technology they need to succeed is impressive, and I’m excited to leverage these resources to better serve my clients. I look forward to running my own practice while being fully supported by a firm that matches my high standards.”
– Michael Bernier, who specializes in creating tax-efficient income streams for retirees and pre-retirees
“We welcome Mike to the Linsco community. At LPL, we fundamentally believe that advisors should serve their clients the way they think is best, with choice, flexibility and control in how they build their business. We support their vision by providing innovative capabilities and business solutions designed to help advisors thrive. We look forward to supporting the growth and evolution of GWC Financial Advisors for years to come.”
– Scott Posner, LPL Executive Vice President, Business Development
