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Rafael Bernard, CFP®, MSFP

Rafael Bernard, CFP®, MSFP

Advanced Planning Consultant

  • Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
  • Earned a bachelor’s degree from Emerson College, a master's degree in financial planning from the McCallum Graduate School of Business at Bentley University and a financial therapy certificate from Kansas State University
  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification. Was previously a financial advisor with Lincoln Investment and a subject matter expert for In Good Company, a MassMutual learning initiative