David Bernard

David Bernard: Email & Phone Number

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Investment Advisor Representative at Knights of Columbus Asset Advisors|Covington, Louisiana, United States

Position:

Investment Advisor Representative at Knights of Columbus Asset Advisors

Location:

Covington, Louisiana, United States

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Last updated: 2026-09-19
Updated: 2026-09-19

Found email addresses for David Bernard:

Business emails:
Personal emails:
d***@kofc.org,
d***@gmail.com,
d***@hotmail.com

Found phones for David Bernard:

+1-909-***-**35,
+1-480-***-**43
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Work Experience 9 years

Investment Advisor Representative at Knights of Columbus Asset Advisors

Jul 2026 - Current

Field Agent at Knights of Columbus

Jul 2026 - Current

Wealth Management Advisor at BEAM / BGA Wealth

Jan 2017 - Jun 2026

David Bernard started working in 2017, then the employee has changed 2 companies and 2 jobs. On average, David Bernard works for one company for 3 years 4 months.

Their professional focus is Financial Planning, Insurance, and Wealth Management across 3 core areas.

David holds CERTIFIED FINANCIAL PLANNER® Professional certifications.

Education

Accredited Asset Management Specialist at College of Financial Planning

PhD at University of Maryland College Park

Master of Arts (M.A.) at Montclair State University

Bachelor of Arts (B.A.) at University of New Orleans

Jesuit High School of New Orleans

Frequently Asked Questions

SignalHire found verified email addresses for David Bernard, both business and personal. Their business email is d***********d@kofc.org, and personal emails include b***@beamwealth.com, d***@kofc.org, and d***@gmail.com.
SignalHire found multiple verified phone numbers for David Bernard: +1-323-***-**38, +1-909-***-**35, and +1-480-***-**43.
You can reach David Bernard through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.
David Bernard has 9 years of professional experience. They have held roles including Field Agent, and Wealth Management Advisor at companies such as Knights of Columbus, and BEAM / BGA Wealth. Their education includes Accredited Asset Management Specialist from College of Financial Planning, and PhD from University of Maryland College Park.
Yes. David Bernard's SignalHire profile was last updated on 19 September 2026, reflecting their current position as Investment Advisor Representative at Knights of Columbus Asset Advisors in New Haven, Connecticut, United States.

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