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Lance Rosina, CFP®

Lance rosina, cfp®

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location of Lance Rosina, CFP®Harleysville, Pennsylvania, United States
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  • Timeline

  • About me

    Financial Advisor at Bernardo Wealth Planning

  • Education

    • Ursinus college

      2010 - 2014
      Bachelor of arts (b.a.) business and economics

    • Central bucks east high school

      2008 - 2010

  • Experience

    • Wiley group

      May 2012 - Aug 2012
      Intern

    • Merrill lynch

      Mar 2013 - May 2013
      Intern

    • Emoney advisor

      Jun 2013 - Aug 2013
      Data entry intern

    • Birch run financial

      Feb 2014 - May 2014
      Intern

    • Univest

      Jul 2014 - Oct 2014
      Financial associate

    • Univest investments inc

      Oct 2014 - Aug 2015
      Financial advisor

    • Stifel financial corp.

      Sept 2015 - Sept 2017
      Financial advisor

    • Bernardo wealth planning

      Sept 2017 - now
      Financial advisor

  • Licenses & Certifications

    • Life/accident & health

      Nov 2014

    • Series 66

      Oct 2014

    • Certified financial planner (cfp)

      Cfp board
      Apr 2019