Along with my assistant, Yvonne, 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 sons, one at Ferris High School and one at the University of Montana. We are active in the community, including membership in the Northwest Whitewater Association, Team Blaze Triathlon Club and the Boy Scouts of America. I also serve on the regional leadership team at Edward Jones where I am responsible for our culture and compliance issues.
I graduated with a business degree from the University of Idaho and earned a Masters in Business Administration at Washington State. In addition, I earned the Accredited Asset Management Specialist™ (AAMS®) professional designation. The College for Financial Planning awards the AAMS® to individuals who successfully complete a professional education program, commit to its code of ethics and pursue continuing education.
Our branch provides highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. Consultation is complimentary and with no strings attached. We look forward to meeting you and working with you to achieve your financial goals!
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Active Lifestyle
- Outdoor Enthusiast
Phone NumberChris Bernardi at (509) 279-2574
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More