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Lisa Renae Leatherman

Bernardo Wealth Planning, LLC

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About Lisa Renae Leatherman

Lisa Renae Leatherman is a financial advisor with Bernardo Wealth Planning, LLC in HARLEYSVILLE, PA. Lisa has been in the industry since 2000 and has experience working with a variety of clients, including individuals, businesses, and pooled investment vehicles. Lisa has held a number of positions with other firms throughout her career, including CETERA FINANCIAL SPECIALISTS LLC in SCHAUMBURG, IL and NEW ENGLAND SECURITIES in NEW YORK, NY. Lisa is licensed to provide investment advice in Pennsylvania.

Firm Information

Lisa Leatherman is currently registered with Bernardo Wealth Planning, LLC. Bernardo Wealth Planning, LLC is an independent financial advisor headquartered in Harleysville, Pennsylvania. They offer a wide range of financial planning and wealth management services to individuals, corporations, and pooled investment vehicles. They manage over $609 million in assets for 1858 clients, and their team includes 9 investment adviser representatives and 5 licensed agents. The firm specializes in working with high-net-worth individuals and has a strong track record of providing personalized financial advice and investment strategies.
Bernardo Wealth Planning, LLC

272 RUTH ROAD

HARLEYSVILLE, PA 19438

$609.82M

Assets Under Management

25

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Leatherman’s Registration & Firm History

PA

04/02/2021 - Present

Bernardo Wealth Planning, LLC (HARLEYSVILLE PA)

PA

08/22/2005 - 02/10/2021

CETERA FINANCIAL SPECIALISTS LLC (CHALFONT PA)

NY

09/29/2003 - 08/29/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

CT

10/09/2000 - 08/07/2003

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

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Licenses & Designations

BOTH

Issued 12/05/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Renae Leatherman.
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