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Bernadette M Strout, CFP®, CWS®

Bernadette M Strout, CFP®, CWS®

Managing Director, Private Client Group

Bernadette M Strout, CFP®

Bernie is a CERTIFIED FINANCIAL PLANNER™ practitioner, CWS®, with a BA in Mathematics and Computer Science from the University of Massachusetts and over 30 years of business experience.

The areas of concentration for Bernie’s practice include; Personal Financial Planning, Risk Management, Retirement Income Distribution Planning, Wealth Preservation, Cash Flow Management, Tax Planning, Investment Management and Wealth Transfer Strategies. Bernie specializes in helping her clients create their retirement paycheck and plan to efficiently distribute their estates.

Bernie is an Adjunct Professor at the New Jersey Institute of Technology (NJIT), where she is also a member of the Board of Advisors for the School of Management. She is an instructor for Kaplan Professional teaching in the CFP® program and is a member of Ed Slott’s Master Elite IRA Advisor GroupSM.

In 2010, Bernie received the Teal Heart Award from the New Jersey Association of Women Business Owners – Monmouth / Ocean Chapter. In 2012 she received the Shore Region President’s award for her contributions to the New Jersey Association of Women Business Owners Shore Region. 

Bernie holds two patents from the USA Commissioner of Patents & Trademarks; Telemarketing Complex Performance Management Systems, 1992 and Telemarketing Complex with Automatic Threshold Levels, 1995.

Bernie enjoys sailing, boating and golfing.