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Lead Ethically, Advise Wisely, Empower Legacy with Gordon Bernhardt
What does it take to build a business for 30 years, exit on your own terms, and still have something meaningful left to give? Gordon Bernhardt breaks down the four C's of lasting success and the six-word story that guided every decision he ever made.
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Connect with Lady Jen
Connect and Schedule a Strategy call at https://supportfromjen.com/
YouTube: https://www.youtube.com/@LadyJenDuPlessis
Free Gifts: https://ladyjenduplessis.com/gifts
Podcast Guest Profits Masterclass: https://go.jenduplessis.com/podcast-guest-profits-masterclass
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Get to know Gordon Bernhardt
For over 35 years, Gordon Bernhardt has built his career on the principle of fiduciary care; providing investment and wealth management guidance, service, and advice that places clients’ interests and needs ahead of everything else. He works primarily with executives who are looking to grow and safeguard their wealth, freeing them up to focus on their careers, family and friends, and the causes that are important to them. Gordon strives to build trust in his client relationships to better serve them and to make a positive impact in their lives.
He founded Bernhardt Wealth Management in 1994 after spending seven years as a CPA and two years in the financial services industry. He joined Modera Wealth Management in 2022.
Gordon is the author of the “Profiles in Success: Inspiration from Executive Leaders” book series to expand the influence of outstanding leaders while inspiring the next generation of leaders. He is also the author of “Buen Camino: What a Hike through Spain Taught Me about Investing and Life.”
Gordon received his B.S. in Commerce from the University of Virginia’s McIntire School of Commerce (1985). He is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA).
Connect with Gordon
Learn more about your ad choices. Visit megaphone.fm/adchoices
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By Lady Jen Du PlessisWhat does it take to build a business for 30 years, exit on your own terms, and still have something meaningful left to give? Gordon Bernhardt breaks down the four C's of lasting success and the six-word story that guided every decision he ever made.
______________________
Connect with Lady Jen
Connect and Schedule a Strategy call at https://supportfromjen.com/
YouTube: https://www.youtube.com/@LadyJenDuPlessis
Free Gifts: https://ladyjenduplessis.com/gifts
Podcast Guest Profits Masterclass: https://go.jenduplessis.com/podcast-guest-profits-masterclass
_______________________
Get to know Gordon Bernhardt
For over 35 years, Gordon Bernhardt has built his career on the principle of fiduciary care; providing investment and wealth management guidance, service, and advice that places clients’ interests and needs ahead of everything else. He works primarily with executives who are looking to grow and safeguard their wealth, freeing them up to focus on their careers, family and friends, and the causes that are important to them. Gordon strives to build trust in his client relationships to better serve them and to make a positive impact in their lives.
He founded Bernhardt Wealth Management in 1994 after spending seven years as a CPA and two years in the financial services industry. He joined Modera Wealth Management in 2022.
Gordon is the author of the “Profiles in Success: Inspiration from Executive Leaders” book series to expand the influence of outstanding leaders while inspiring the next generation of leaders. He is also the author of “Buen Camino: What a Hike through Spain Taught Me about Investing and Life.”
Gordon received his B.S. in Commerce from the University of Virginia’s McIntire School of Commerce (1985). He is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA).
Connect with Gordon
Learn more about your ad choices. Visit megaphone.fm/adchoices