BERNARD AND JOHNSON

Bernard & Johnson, LLC ("Bernard & Johnson") is a Registered Investment Advisor ("RIA"), located in the State of California. Bernard & Johnson provides investment advisory and related services for clients nationally. Bernard & Johnson will maintain all applicable registration and licenses as required by the various states in which Bernard & Johnson conducts business, as applicable. Bernard & Johnson renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion... We know more than just market statistics - we build comprehensive financial plans to support our client's life goals. And we can untangle the spaghetti of bank accounts, investments, trusts, and taxation issues so our clients can focus on living... Third, we help you fund the plan to meet your goals. Sometimes, this means untangling the spaghetti of previous decisions. That's ok, we can help with that.

Also known as: Bernard and Johnson, LLC

Primary location: Pasadena United States