Janice Berner, Financial Advisor, CDFA, CPA

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For over twenty years, Janice Berner has dedicated her career to providing sound financial advice and exceptional service to her clients. With a unique background as an Investment Advisor Representative and a Certified Public Accountant, Janice is the main point of contact for all aspects of her client's financial lives. Janice and her team focus on all of your financial goals - investments, retirement planning, and estate conversion strategies.