Liz Bernhard

Liz Bernhard, CFP®, MBA


Shareholder

Senior Wealth Advisor

Member of the Utah Financial Planning Association

Liz Bernhard, CFP®, MBA

Masters of Business Administration, Westminster College

Bachelor of Science in Economics, Westminster College

Since joining Albion in 2009, Liz Bernhard has continued the tradition of collaborating with others on the Albion team on behalf of her clients. She works diligently to understand the nuances of each issue her clients face in order to bring about the best possible solution. Liz began her career at Albion as an Associate Wealth Advisor, where she learned our systems and procedures, and in 2011 transitioned to the role of Senior Wealth Advisor. Throughout her tenure, she has consistently demonstrated that she’s an eager and quick learner. Liz obtained her CFP® license to compliment her MBA from Westminster College.

Originally from Michigan, Liz moved to Utah after college to enjoy the skiing. After spending a few years working and skiing in Alta, she now skis as many weekends as her schedule will allow. Liz is well rounded in her extracurricular activities, enjoying the creativity of the kitchen as well as the pleasures of hiking and camping in the diverse environments of the great state of Utah.