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portrait of Chris Bernardi
FINANCIAL ADVISOR

Chris Bernardi

RICP®, AAMS™
111 W North River Dr Ste 201, Spokane, WA 99201opens in a new window
CallSend Me a Message

About Chris

Along with my assistant, Val, we are dedicated to understanding what's important to you and offering personalized investment strategies with a local presence.

Based on what you value, we will develop strategies to help you achieve your goals. I'll collaborate with you, your CPA, attorney and other key professional partners to help ensure you stay on track. My main areas of focus are retirement planning strategies, retirement income, business retirement plans and long-term care insurance.

I'm originally from Great Falls, Montana, but my family and I have made Spokane our home for over 20 years. My wife, Kalista, and I have two...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Work History

  • Edward JonesMarch 2017 to Current

Certifications

  • RICP®

    Retirement Income Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Washington State UniversityMaster of Business Admin

Personal Interests

  • Active Lifestyle
  • Backpacking
  • Outdoor Enthusiast
  • Baseball
  • Football

Team Members

  • Val Messerall
    Branch Office Administrator
    FPQP®
  • Diana Weinert
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Phone

(509) 279-2574

Fax

(877) 222-1251

Office Address

111 W North River Dr Ste 201
Spokane, WA 99201opens in a new window

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