Broker Check
Bernadette Posen

Bernadette Posen

Associate Planner

Tenure

I have been a member of the Guidant Wealth Advisors team since 2006.

Role

As an Associate Planner, I assist our President Frank Patzke and the advisors with individuals, families and companies in maintaining a long-term wealth management strategy to achieve their financial goals. 

Personal Insight

Over the years, our clients have developed a comfort level with us as they know that we have their best interest at heart.  I truly enjoy personally getting to know our clients and observing their progress toward attaining their financial goals.

Education

Insurance License for the State of Illinois and Series 7, 6, & 63 securities registrations with LPL Financial.