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Amanda Bernier, CFP®

Amanda Bernier, CFP®

Financial Advisor,
Relationship Manager

  • Newcomerstown, OH
  • The Power of Positive Thinking
  • Walt Disney
  • I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel. – Maya Angelou
  • Sense of humor, integrity, and humble intelligence

Financial Advisors

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

Amanda joined CAPTRUST from Cornerstone Capital Advisors in 2019. She serves as a financial advisor and relationship manager responsible for providing comprehensive wealth management services 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.

Education

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

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Memberships

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