Bernadette Broek is a dedicated and results-driven financial advisor with a passion for helping clients achieve financial security and long-term success. With over 15 years of experience in social services, Bernadette has honed exceptional relationship-building skills, allowing her to truly understand her clients' needs and craft personalized financial solutions.
Since transitioning into the financial sector, Bernadette has quickly established herself as a top-performing life insurance advisor, earning industry recognition consistently since 2020. Her expertise spans investment portfolio strategies, client management, and comprehensive financial planning and analysis.
Known for her approachable style, deep industry knowledge, and commitment to client success, Bernadette takes pride in guiding individuals and families through every stage of their financial journey. Whether you're looking to protect your future, grow your investments, or build a solid financial plan, Bernadette brings both experience and heart to every interaction.
Areas of Focus
Retirement Planning
Small Business Owners
Wholistic Financial Planning
Education & Credentials
Bachelor of Science in Family Studies and Child Development, Arizona State University
Personal Interests
Daughter's Travel Soccer Team
Hiking
Swimming