In the News

Donna Ellis and Kathy Blain Accepted to Leading Association of Fee-Only Financial Planners

Two professionals with Berno Financial Management accepted to National Association of Personal Financial Advisors

CINCINNATI – October 18, 2013– Donna Ellis, CFP®, and Kathy Blain, CFP®, of Berno Financial Management have been accepted for membership in the National Association of Personal Financial Advisors (NAPFA) and designated as NAPFA Registered Financial Advisors. NAPFA is the leading association of fee-only financial planners in the United States. The organization's more than 2,400 members include the most qualified financial advisors in the country, all committed to delivering objective, fee-only advice to clients.

Berno Financial Management Marks 20 Years in Business with Celebration at the Newport Aquarium

CINCINNATI – July 19, 2013 – Berno Financial Management, an independent, fee-only financial advisory firm based in Cincinnati, recently celebrated its 20th anniversary. The firm marked the occasion with a celebration at the Newport Aquarium on July 13. More than 150 clients and their family members enjoyed lunch in the Riverside Room and then spent the day exploring the aquarium.

"At Berno Financial Management, we focus on developing close, personal relationships with every one of our clients," said Bruce Berno, CFP®, the firm's President. "It's been gratifying to see those relationships evolve and flourish over the past two decades. Without the support of our clients, we wouldn't be where we are today. This event was a way to thank them and their families for their ongoing confidence in our firm."

Berno Financial Management was founded in 1993 by Bruce Berno, who currently serves as the firm's president and client services director. He leads a team of financial professionals who specialize in helping people make the most of their personal finances and achieve financial peace of mind.

Since it was established, Berno Financial Management has become one of the leading independent financial planning firms in the Cincinnati area. The team's experience and dedication have resulted in Berno Wealth Management being named a "Top Wealth Manager" by Bloomberg magazine every year since the list's inception in 2001. Bruce Berno has also been named a Five Star Wealth Manager by Five Star Professional in partnership with Cincinnati Magazine every year since 2010.

About Berno Financial Management

Berno Financial Management helps proactive individuals and their families make the most of their personal finances. As an independent, fee-only management firm, Berno Financial Management offers unbiased advice as part of its comprehensive personal financial planning and investment management services. To learn more, visit www.bernofinmgt.com.

Contact:

Bruce Berno, CFP®
7454 Jager Ct.
Cincinnati, OH 45230-4344
513.475.9191
bruce@bernofinmgt.com

CFP Board Says, "Let's Make a Plan"Bruce Berno, CFP®, Helping to Support Large-Scale Public Awareness Campaign

Washington, DC, July 20, 2011 - Certified Financial Planner Board of Standards, Inc. has announced its "Let's Make a Plan" Public Awareness Campaign, designed to help educate Americans about the importance of sound financial planning and raise awareness about the significance of the CFP® certification and the need for competent and ethical financial planning.

Bruce Berno, CFP®, President of Berno Financial Management, Inc., is supporting this effort in his local community by encouraging people to learn more about CFP® certification and financial planning.

"People are pulled in so many different directions when it comes to their finances, but a CFP® professional is uniquely qualified to pull all the pieces together and provide a comprehensive evaluation that looks at the whole picture of a person's financial life," said Charles Moran, CFP®, 2011 Chair of CFP Board's Board of Directors.

"I'm excited to be part of this effort and help explain to people how a CERTIFIED FINANCIAL PLANNER™ professional can help people gain control of their finances," said Bruce Berno. "This innovative public awareness campaign showcases the unique value a CFP®professional can provide."

The integrated campaign includes national cable television and online advertising in addition to its print advertising.

A public service website―www.LetsMakeaPlan.org―serves as a core feature of the campaign, where consumers can learn about financial planning, the personalized approach CFP® professionals provide and find a local CFP® professional through a search function.

The Board of Directors approved the four-year, $36 million campaign in November 2010 partly in response to many CFP® professionals who want the public to understand the important role they play in educating Americans on their financial well-being and helping people meet their life goals. The campaign will help provide clarity to consumers who are looking toward designations and certifications to provide guidance on choosing a financial planner or advisor.

"The CFP® mark truly serves as the gold standard for personal financial planning," said CFP Board CEO Kevin R. Keller, CAE. "Just about anyone can use the term ‘financial planner.' But only those individuals who have passed a rigorous set of criteria and meet our strict ethical qualifications can call themselves a CFP® professional."

This is the first large-scale Public Awareness Campaign the organization has underwritten. For more information on the campaign and to find a CFP® professional, visit the public service website at www.LetsMakeAPlan.org.

About CFP Board

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes nearly 63,000 individuals to use these marks in the U.S.

About Bruce J. Berno, CFP®, and Berno Financial Management

Bruce J. Berno, CFP® is the founder of Berno Financial Management, Inc. a fee-only comprehensive personal financial planning and investment advisory firm headquartered in Cincinnati, Ohio. Since 1993, Berno Financial Management has been helping individuals and families achieve financial peace of mind. For more information about Berno Financial Management, visit www.bernofinmgt.com.

Contact:  For more information about Bruce Berno and Berno Financial Management, call 513-474-9191 or visit www.bernofinmgt.com.

Bruce Berno Named 2011 Five Star Wealth Manager

Cincinnati, OH, June 2011 - Berno Financial Management, Inc., is proud to announce that Bruce J. Berno, CFP®, has been named a 2011 Five Star Wealth Manager by Five Star Professional in partnership with Cincinnati Magazine.

Five Star Professional and Cincinnati Magazine identified area wealth managers who provide exceptional service and overall satisfaction as indicated by clients, peers and industry experts. Fewer than 7 percent of wealth managers in the Cincinnati area were recognized.

"I'm honored to be recognized as a Five Star Wealth Manager," said Bruce Berno. "The Five Star award helps consumers identify exceptionally well qualified financial professionals and is a confirmation of ourcommitment to providing high-quality client service."

A complete list of 2011 Five Star Wealth Managers will appear in a special section of the October issue of Cincinnati Magazine.

Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and now, Canada. For more information, go to www.fivestarprofessional.com.

For more information about Bruce Berno and Berno Financial Management, call 513-474-9191 or visit www.bernofinmgt.com.

About Bruce J. Berno, CFP®, and Berno Financial Management

Bruce J. Berno, CFP® is the founder of Berno Financial Management, Inc. a fee-only comprehensive personal financial planning and investment advisory firm headquartered in Cincinnati, Ohio. Since 1993, Berno Financial Management has been helping individuals and families achieve financial peace of mind. For more information about Berno Financial Management, visit www.bernofinmgt.com.