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GWC Financial Advisors

GWC Financial Advisors Email Formats

Financial ServicesFlag of USSan Diego, California, United States1-10 Employees

Key Contact at GWC Financial Advisors

Flag of US

Mike Bernier

Senior Vice President, Financial Advisor

Company overview

Headquarters4707 Executive Dr, San Diego, California 92121, US
Website
NAICS52
Founded2024
Employees1-10

About GWC Financial Advisors

Our founder, Michael N. Bernier based the core of our firm on his love for his family. GWC Financial Advisors represents his three children, Grant, Wesley, and Charlotte. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA(www.finra.org)/SIPC(www.sipc.org) Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. With our foundational value being family, we understand how much our clients have going on and want to help them prioritize what's important to them. We provide financial education to empower our clients with making decisions that suit their family's needs, and we provide our experience and guidance so they can focus their attention on what matters to them. Michael Bernier is a registered representative with, and advisory services offered through, LPL Financial, a registered investment advisor and separate entity from GWC Financial Advisors.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

GWC Financial Advisors has never raised funding before.

Frequently asked questions

GWC Financial Advisors is located in San Diego, California, US.
GWC Financial Advisors was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
GWC Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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