Eric Bernhard helps individuals, families, and small businesses navigate financial decisions with clarity and confidence. With a career rooted in communication, Eric brings a refreshingly straightforward approach to financial strategies—one built on education, transparency, and trust.
Born in Tuxedo Park, New York, and raised in Königstein outside Frankfurt, Germany, Eric brings a global perspective to his work. He earned a B.A. in Modern Languages with a minor in Theoretical Mathematics, a background that sharpened both his analytical thinking and his ability to communicate complex ideas clearly.
Before transitioning into wealth management, Eric spent more than 35 years in marketing and communications, where he saw firsthand how complexity often leaves people feeling disconnected from important decisions. That experience shaped his approach today: translating financial concepts into clear, actionable strategies clients can truly understand and believe in.
Eric works with working families, pre-retirees, retirees, and small business owners who want guidance without jargon. He specializes in helping clients cut through financial noise, understand their options, and build thoughtful, customized strategies designed to support long-term security.
At WAG, Eric was drawn to the firm’s philosophy of deep client understanding, and the customization made possible through The Living Balance Sheet®. His practice is built on integrity, care, and experience—and on being a steady, reliable resource throughout every stage of a client’s financial journey.
Outside of work, Eric enjoys sailing, cooking, playing guitar, following Formula One, and tackling hands-on DIY projects. He also volunteers at the German School of Connecticut, staying connected to his roots and community.
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Registered Representative of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4373350.