Focus: Insurance Strategies, Investment Strategies, College Funding Strategies, Business Owners, Retirement Income Planning, Financial Education
As a Financial Planner with MassMutual Greater Pacific, Bernd’s practice is based off of a client-centric approach. Bernd is an advocate for financial security of individuals and families and believes that anyone can achieve their financial dreams by clearly defining their personal investment goals, risk tolerance, and time horizon. The core components surrounding his business philosophy include honesty, trust and dedication. Bernd’s top priority is reaching a client-advisor relationship that consists of openness, trust, and mutual understanding at all times. He is dedicated to diversifying clients’ investment portfolio, building their wealth, and keeping them focused on long term goals.
Bernd is dedicated to the highest level of personal client service as well as life experienced advice. Bernd received his Bachelors of Science in Electrical Engineering from Fachhochschule Ulm in Germany. Bernd later went on to attain his Executive Management Certification from UCLA. Then he had a major career transition into the financial services industry over a decade ago. As a dual citizen, Bernd has worked closely with the German American Business Association and enjoys traveling both back to Germany and to new places in his time off. In addition, Bernd is on the board of Family Promise Orange County and takes part in the community of King of Glory Lutheran Church and the Financial Planning Association of Orange County. Bernd enjoys hiking and photography and resides in Fountain Valley with his wife and three children.
Hiking and Backpacking
Affiliations & Memberships
Member of Financial Planning Association
Board of Directors of Family Promise Orange County
Member of King of Glory Lutheran Church
Photographic Society of OC
Check the background of this investment professional on FINRA’s BrokerCheck
650 Town Center Dr. Suite 1650
Costa Mesa, CA 92626