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"Our clients have a comfort level with us.
They know that we have their
best interest at heart."
Bernadette Posen


 Bernadette Posen is an Associate Planner. She joined Guidant Wealth Advisors in 2006 and has been in the financial services industry for over 25 years. Bernadette holds Series 7, 6, & 63 securities registrations with LPL Financial. 

As an Associate Planner, Bernadette assists the advisors with individuals, families and companies in maintaining a long-term wealth management strategy to achieve their financial goals. 

Bernadette assists the advisors with:

  • annual meetings
  • financial goals

Bernadette has an enthusiasm for helping clients navigate through their financial concerns, desires, and goals.  Building strong relationships with our clients through annual meetings lets her help make sure each client stays on track throughout their financial journey. If you’re feeling a little lost in your financial situation, Bernadette, along with the rest of the team at Guidant Wealth Advisors, will be able to lead you onto the right path for you to continue your journey to achieving your goals in life.

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Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI.