Bernd is a CFP® certfcant who combines a deep care for his clients with organizatonal skill hard-wired in his DNA to help ensure his clients have their fnances aligned with their values and goals. Bernd is not only of German birth, but he also has a degree in electrical engineering. Combine that pedigree with his genuine ability to relate with clients and the results can be nothing but tremendous: happy, successful clients. Bernd lives in Fountain Valley with his wife Jeanne and they have three children. Bernd skis, hikes and takes long backpack trips with friends, and indulges his photography talent to document the excitement. He is involved in his son’s Boy Scout Troop, his church, and the Financial Planning Associaton of Orange County. We are especially proud of the leadership he gives to Family Promise Orange County, an organizaton that provides efectve relief to the homeless.

Hobbies

Photography
Hiking and Backpacking
Travel

Affiliations & Memberships

Member of Financial Planning Association

Community Involvement

Board of Directors of Family Promise Orange County
Member of King of Glory Lutheran Church
Photographic Society of OC