Wednesdays, March 15 & 22
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With over fifteen years of experience in the wealth management industry, Mike Bernier presently serves as a Senior Wealth Advisor for Canter Wealth, where he helps clients achieve their goals using prudent financial planning. Prior to joining Canter Wealth, Mike was a Senior Advisor at one of the fastest-growing financial planning firms in the country, managing over $200 million in client assets.1 His experience in personal finance enables him to develop strategic approaches in the areas of tax strategy, investment management, retirement, and estate planning. Mike graduated Summa Cum Laude from San Diego State University’s College of Business Administration with a major in Financial Services. Based on his achievement in the program, Mike was recognized by Beta Gamma Sigma, The International Honor Society for Business Excellence. Following his lifelong passion for knowledge, Mike chose to pursue and complete all the requirements necessary to become a CERTIFIED FINANCIAL PLANNERTM practitioner. Mike teaches retirement adult education courses at colleges across San Diego. He has been featured on CBS, KFMB, KRLA and was previously a co-host on a local financial radio show for many years. During his free time, Mike is an active member of the Aztec Athletic Foundation and enjoys spending time with his wife, Nicole and three children, Grant, Wesley, and Charlotte. Source: 1 “RIA Survey & Ranking 2018,” Financial Advisor Magazine, July2018