WellFull by Bernardo Wealth Information
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WellFull by Bernardo Wealth
Summary
Bernardo Wealth Planning assists in the creation, preservation, and management of wealth for our clients.
BWP’s investment strategy rests firmly — always — upon our client-centered philo...Show more
Organization Website | bernardowealthplanning.com |
Social Links |    |
Phone Number | +1 267 500 1080 |
Industries | |
Headquarters Location | 272 Ruth Rd, Harleysville, Pennsylvania, 19438 US |
Employees Size | 10-50 employees |
Specialties | Retirement Planning, Investment services and personal investing, Family needs planning, Business succession planning, Estate planning |
Founded | 2016 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at WellFull by Bernardo Wealth shows a diverse range of experience levels:
13% have been with the company for less than 1 year25% for 1–2 years38% for 3–4 years25% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
WellFull by Bernardo Wealth
Tiffany Benfield
COO
Matthew Haraburda
Chief Investment Officer / Financial Planner
Lance Rosina
Financial Advisor
Matt Rittenhouse
Financial Advisor
Jaclyn Kane
Relationship Manager
Rose Bernardo
Partner | Family Wealth Advisor
Nick Bernardo
Managing Partner | Family Wealth Advisor
Brock Hewitt
Paraplanner/Family Wealth Advisor
Michele Hewitt
Family Wealth Advisor
Alex Scheeler
Client Services Associate
Addison Sweat
Intern
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FAQ
WellFull by Bernardo Wealth operates in the Finance industries. More details can be found on the official website: bernardowealthplanning.com.
The headquarters of WellFull by Bernardo Wealth are located in Harleysville, United States.
You can contact WellFull by Bernardo Wealth by phone at +1 267 500 1080.
WellFull by Bernardo Wealth currently employs 10-50 people.
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