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Amanda Bernier, AIF®, CFP®

Amanda Bernier, AIF®, CFP®

Financial Advisor

  • Newcomerstown, OH
  • The Power of Positive Thinking | Interview with a Vampire
  • My dad, husband, and Taylor Swift
  • There are only two days in the year that nothing can be done. Once is called yesterday and the other is called tomorrow, so today is the right day to love, believe, do, and mostly live. - Dalai Lama
  • Sense of humor, integrity, and humble intelligence

Financial Advisors

Amanda is a wealth management advisor based in Green, OH.

Amanda joined CAPTRUST from Cornerstone Capital Advisors in 2019. She serves as a financial advisor relationship manager and is responsible for providing comprehensive wealth management to successful families and those nearing retirement. Amanda prepares her clients with easy-to-follow approaches to investment management, tax planning, Social Security analysis, Medicare advice, and retirement income replacement planning.

Prior to joining the firm, Amanda was a financial advisor with Cornerstone Capital Advisors. She has worked in the industry since 2008. She holds both the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® designations.

Education

  • Bachelor of Business Administration degree in finance and business economics from Ohio University

Industry Designations

  • Accredited Investment Fiduciary®
  • CERTIFIED FINANCIAL PLANNER™

Memberships

  • Member, Junior Women’s Civic Club of Akron
  • Member, CAPTRUST Women’s Initiative

News & Resources

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