Bernard & Johnson is an independent registered investment advisor based in Pasadena, CA, offering comprehensive financial planning services to help clients achieve their life goals. With a focus on building rational and customized plans, they assist clients in untangling complex financial matters, such as bank accounts, investments, trusts, and taxation issues, allowing them to focus on living.
As a trusted member of their clients' families, Bernard & Johnson follows a four-step process that includes getting to know the client, creating a plan, helping fund the plan, and instilling discipline to stay on track. With full independence and without the influence of a broker-dealer or large bank, they provide objective advice, great service, and a committed effort to protect their clients' interests.
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