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 Gary  Bernard, CFP®

Gary Bernard, CFP®


Gary Bernard has been in the financial services industry for over 30 years. Gary has spent his career helping individuals, business owners and corporations with strategies for their insurance, investment and asset preservation needs. He understands that caring for his clients and gaining their trust are the keys to a successful relationship. Gary’s goal is to identify financial issues and concerns you may have and help you address them. Education: Bachelors of Science in Education at SUNY Brockport Masters in Education at University of South Florida Graduated Cum Laude in USF Graduate Program