When asked what I do, my answer is "I help busy people with their money. I help them send kids to college, retire with dignity and leave a legacy." It's not complicated, but I also realize it's not easy. That's why we're here. Our branch team (Annette Martinez, Sharon Henderson and I) is committed to partnering with our clients for life in helping them achieve what's most important to them. We do that by using an established, repeatable process that's personalized for each client.
On a personal note, after meeting and graduating from UCLA, my wife, Lisa, and I spent the next 25 years in the Air Force moving an average of once every three years. We enjoyed every place we've lived and took to heart the advice we received to "bloom where we're planted." We have two grown children and four grandchildren.
After retiring from the Air Force in 2007, I joined the Edward Jones team as a financial advisor, and I couldn't be happier with my choice of a second career.
My wife and I enjoy traveling and volunteering in our church and in our local community. This was just an extension of what we learned in the military – to give back to the communities who welcomed us with open arms. Other than that, we're glorified couch potatoes.
Give us a call or stop by the branch. We would enjoy helping you send kids to college, retire with dignity and leave a legacy.
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
- Military Professionals & Veterans
- New Investors
My Personal Interests
- Spending Time with Family
Phone NumberBernard L Ela at (505) 792-8902
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