ElderCare Matters Radio Chats With Jeff Bernier About Investor Behavior: Taming the Brain

Jeff Bernier, CFP, ChFC, CFS
TandemGrowth Financial Advisors, LLC
Roswell, Georgia
Member of the national ElderCare Matters^® Alliance, Georgia ElderCare Chapter

Jeff Bernier is the Founder and Chief Executive Officer of TandemGrowth Financial Advisors, LLC, an independent financial planning and investment advisory firm in Roswell, Georgia. Jeff oversees the firm’s investment research and portfolio management team, and develops TandemGrowth’s overall investment strategy.

Since entering the financial services industry in 1986, Jeff has devoted his entire career to serving the needs of affluent individual investors who value honest, straightforward advice. Jeff serves a diverse client base of successful business professionals who entrust him with the oversight and management of their financial assets. As a wealth advisor, Jeff helps families evaluate the opportunities, benefits, costs and tradeoffs of their financial and life choices.

Jeff received his bachelor’s degree from the University of Georgia where he majored in finance and a master's degree in financial planning from The College for Financial Planning in Denver. Moreover, formal training has led him to earn three professional designations including Certified Financial PlannerTM (CFP®), Certified Fund Specialist (CFS) and Chartered Financial Consultant (ChFC), a testament to his commitment to continuing education. Jeff is a member of the Financial Planning Association (FPA), the fee-only National Association of Personal Financial Advisors (NAPFA), and the Georgia ElderCare Chapter of the national ElderCare Matters Alliance.

For further information:

Telephone: 770-641-6360
e-mail: jbernier@tandemgrowth.com
website: www.tandemgrowth.com