Janice Berner, Financial Advisor, CDFA, CPA

For over twenty years, Janice Berner has dedicated her career to providing sound financial advice and exceptional service to her clients. With a unique background as an Investment Advisor Representative and a Certified Public Accountant, Janice is th...

For over twenty years, Janice Berner has dedicated her career to providing sound financial advice and exceptional service to her clients. With a unique background as an Investment Advisor Representative and a Certified Public Accountant, Janice is the main point of contact for all aspects of her client's financial lives. Janice and her team focus on all of your financial goals – investments, retirement planning, and estate conversion strategies.