Nick Bernardo, CFP®
Login to view DISC.Nick Bernardo is a CERTIFIED FINANCIAL PLANNER™ who serves as a Managing Partner and Family Wealth Advisor at WellFull. He is also the founder and CEO of OnBord, a fintech platform designed to streamline client onboarding for financial advisors. He holds a B. A. in Business Management from Juniata College.
Based on his time at Juniata College, it is likely he has an interest in athletics, as he was mentioned in connection with the mens volleyball team during his time there. No other public information is available regarding his personal hobbies or interests outside of his professional work.
He founded his own software company, OnBord, to solve the client onboarding and compliance challenges he faced as a wealth advisor.
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