Bruce J. Berno, Cfp
About Bruce J. Berno, Cfp
Bruce J. Berno is a Managing Director at Creative Planning, bringing over three decades of experience in financial management and trust services. He previously held significant roles at US Bank, Fifth Third Bank, and founded Berno Financial Management, Inc., where he served as President for 28 years.
Work at Creative Planning
Bruce J. Berno has served as Managing Director at Creative Planning since 2021. In this role, he utilizes his extensive experience in financial management and trust services to guide clients in achieving their financial goals. His position in Cincinnati, Ohio, allows him to leverage his background in trust business development to enhance the firm's offerings.
Education and Expertise
Bruce J. Berno holds an MBA in Finance from Xavier University - Williams College of Business, which he completed in 1985. He also earned a Bachelor of Science in Business Administration from Miami University in 1982. His educational background supports his expertise in financial management, trust services, and business development.
Background
Bruce J. Berno has over three decades of experience in the financial sector. He began his career in trust services at Fifth Third Bank as a Trust Officer from 1985 to 1991. He then transitioned to US Bank as a Trust Business Development Officer from 1991 to 1993, before founding Berno Financial Management, Inc. in 1993, where he served as President until 2021.
Achievements
During his tenure at Berno Financial Management, Inc., Bruce J. Berno led the firm for 28 years, establishing it as a significant player in the financial management sector. His leadership and experience in trust business development have contributed to his reputation in the industry. He has also played a key role in shaping trust services at both US Bank and Fifth Third Bank.