Kimberly Bernatz, CFP
CIBC World Markets Corp.
Certified Financial Planner in Newport Beach, CA
Address:520 Newport Center Dr Ste 700
Newport Beach, CA 92660
About Kimberly Bernatz
Kimberly Bernatz is a financial professional at CIBC World Markets Corp. located in Newport Beach, California. Kimberly Bernatz holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kimberly Bernatz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kimberly Bernatz520 Newport Center Dr Ste 700
Newport Beach, CA 92660
Phone Number:
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Website:
http://www.firstamtrust.com
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