Bringing nearly 18 years of industry experience. From managing middle- and high-net-worth portfolios to building efficient, scalable workflows, Bernardo is passionate about creating thoughtful processes and delivering a truly white-glove client experience.
Born in Hawaii and now based in San Diego, Bernardo blends technical expertise with creativity—whether he’s mentoring team members, sketching, grilling for friends, or attending Comic-Con each year. We’re excited to have his leadership, insight, and collaborative spirit as our Personal Lines department continues to grow.