Matt Bernocchi CFP®

Associate Wealth Advisor at Sax Wealth Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501

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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    CFP Board

Experience

  • Sax Wealth Advisors, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Wealth Advisor
      • Jul 2019 - Present

  • Waterstone Wealth Advisors LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Apr 2019 - Jul 2019

    • Associate Financial Planner
      • May 2017 - Jul 2019

  • Cohen & Steers
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Fund Administrator
      • Jun 2016 - May 2017

  • SEI
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Analyst
      • Dec 2015 - Jun 2016

    • Mutual Fund Analyst
      • Jul 2014 - Dec 2015

Education

  • University of Scranton
    Bachelor of Science (B.S.), Operations Management and Supervision, Finance
    2010 - 2014
  • NYU School of Professional Studies
    Certificate in Financial Planning
    2017 - 2018

Community

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