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Certified Financial Planner™
NAPFA Registered Financial Advisor
President
Client Service Director
513-474-9191 ext. 1
Contact Us
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Bruce founded Berno Financial Management, Inc. in July 1993 at the age of 33. His primary goal was to provide completely independent, unbiased investment advice and comprehensive personal financial planning.
Close personal relationships and attention to detail were high priorities. These founding principles continue to guide the firm today. |
Bruce has a strong commitment to high standards and industry leadership. He completed his Certified Financial Plannerä (CFP®) professional accreditation in 1992. Bruce was accepted in to the National Association of Personal Financial Advisors (NAPFA) in 1996 and is a NAPFA Registered Financial Advisor. Bruce chaired NAPFA’s first Basic Training Conference in 1997, served as NAPFA Midwest Region President and Chair from 2001-2003 and as a National Board member in 2002-2003. He is a member of the Financial Planning Association and is a former Local Chapter Board Member. Bruce is a former adjunct faculty member at Cincinnati State Technical and Community College, where he taught Personal Financial Planning.
Bruce’s expertise is cited by national and local media. He has been quoted in The New York Times, USA Today, Financial Advisor, In The Vanguard, Kiplinger’s Retirement Report, Mutual Funds magazine, Bloomberg Wealth Manager, NAPFA Advisor, Morningstar Advisor.com, ABA Journal, Cincinnati Enquirer, and the Cincinnati Post. He is regularly quoted in and a periodic contributor to the Cincinnati Business Courier. He served on the Editorial Board for “Tools and Techniques of Investment Planning” professional reference book published by The National Underwriter Company in 2004.
Bruce invests a significant amount of time and energy in professional development. His continuing education hours greatly exceed required minimums. He participates in a local NAPFA Study Group. He frequently meets with other professional advisors to exchange ideas and regularly attends national, regional and local conferences.
Bruce volunteers for many community programs. He currently serves on the Finance Committee of the Society of St Vincent DePaul. He serves the Department of Finance at Xavier University as an Executive Mentor and the Advisor’s Network for The Greater Cincinnati Foundation. He is the class agent for the Miami University Class of 1982 Scholarship Fund. He served on the Board of Trustees at the Cincinnati Association for the Blind (Investment Committee Chair & Planned Giving Committee) from 1995 to 2004 and continues to serve on the Finance Committee.
Prior to founding Berno Financial Management, Inc., Bruce worked for U.S. Bank from June 1991 to June 1993 as a Personal Trust Business Development Officer. He was with Fifth Third Bank from May 1985 until June 1991 serving one year in Personal Trust Administration, 4 years on the Trust Investment staff as a portfolio manager and research analyst, and one year with Fifth Third Securities. His first job out of college was with United Telephone Company of Ohio as a Management Intern and a Benefits Representative assisting with the pension and employee benefit plans. He earned a Master of Business Administration (MBA) degree in Finance from Xavier University in 1985 and his Bachelor of Science degree in Business Administration from Miami University in 1982. He is a native of Mansfield, Ohio.
He and his wife Karen, who is a Cincinnati native, and their three children live in Anderson Township. They are active members of Immaculate Heart of Mary Church.
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