George Bernet, CFP®, CRPC®, CMFC®, CLTC*, AIF®
George Bernet is a financial planner with Centinel Financial Group, LLC. George spent several years working in the computer industry and then in real estate development after he completed his Masters in Business Administration (MBA) from Northeastern University in Boston, Massachusetts in 1980. Shortly after joining Centinel in 1992, George earned the CERTIFIED FINANCIAL PLANNER™ certification and has built his practice focusing on wealth management, retirement income planning and asset preservation.
George believes in providing his clients with holistic financial planning strategies that are tailored to their unique needs. By conducting a comprehensive analysis, he assists individuals, families and businesses in better understanding their current situation and the steps they need to take in order to reach their retirement goals and estate planning objectives.
As a Chartered Mutual Fund Counselor (CMFC®) and Chartered Retirement Planning Counselor (CRPC®), George provides his clients with support that includes investment analysis, asset allocation and portfolio management, with a focus on retirement planning. Additionally, he has earned the Certified in Long Term Care *(CLTC) designation. For over ten years he has been a qualifying member of the Million Dollar Round Table (MDRT), considered one of the premier associations for financial services professionals.
George was born and raised in New Jersey and now resides in Needham, Massachusetts with his wife, Marcia. He is an active member of the Financial Planning Association (FPA). George enjoys travel, golf, scuba diving and motorcycles.
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
*Royal Alliance Associates, Inc., do not provide long term care services.