True happiness is when you can consistently move toward your retirement dreams. We’ll help you get there.
No big firm, no outsourcing. You’ll work directly with Bernard, and even have his cell phone number for your convenience and accessibility.
Flexible scheduling, online or in-person meetings. We understand you’re busy and will work around your schedule and planning.
I am a California Native who grew up in Decatur, Illinois. I studied Finance at Butler University and then moved to Chicago where I spent four years at the Chicago Mercantile Exchange. I then joined Merrill Lynch and was there for 20 years. I am a Certified Financial Planner ® Professional , Chartered Financial Consultant®, Chartered Retirement Planning Counselor® (conferred by the College for Financial Planning) and an Accredited Investment Fiduciary®.
My wife, Gail, and I reside in Oakland Hills, CA, along with our two Shih-Tzus, Bear and Jester, so you, as my clients, are an integral part of my life. I enjoy sailing, finding the perfect fly fishing spot, and always looking for that small unheard-of winery.
One of my “BIGG™est” joys is being part of my clients’ lives and helping them work toward a life of dignity and independence. I’ll continue to bring confidence to your life and be an emotional barrier between your short-term emotions and lifetime savings.
Here at BIGG™ Wealth Management, I work with individuals who want a customized investment portfolio, personal financial planning advice, and the benefit and perspective of working with a 24 + year investment veteran.
Years in Business
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Discuss your values, goals, relationships, assets, advisors, processes, & interests.
Analyze your current investments, their limitations & growth possibilities.
Determine a comfortable retirement budget & launch a plan to pursue these goals.
Insulate yourself from potential bad investments by investing in your financial education with BIGG™.
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