Amanda Bernier, CFP®, AIF®

Amanda Bernier, CFP®, AIF®

Financial Advisor

Amanda joined Cornerstone in 2015 and is a Financial Advisor focusing on clients who are contemplating retirement or have recently retired. She also provides education and advice to our retirement plan participants. As a Financial Advisor, Amanda provides clients with an easy-to-follow approach to investment management, tax planning, and retirement income replacement. She also offers Social Security analysis and Medicare advice to help clients make the best decisions for their families as they transition into retirement.


Amanda graduated from Ohio University in 2008 with her Bachelors of Business Administration degree in Finance and Business Economics. Since then, she has worked with various financial services companies and has gained in-depth knowledge of investments, tax saving strategies, and risk management. Amanda earned the CERTIFIED FINANCIAL PLANNER™ designation in 2018 and the ACCREDITED INVESTMENT FIDUCIARY™ in 2017.

 

Amanda currently resides in Green with her husband, Paul, and their two Westies, Gretchen and Bronson. She is an active member of the community and enjoys philanthropic work as a member of the Junior Women’s Civic Club of Akron.