Nick Bernardo is the founder of OnBord, an onboarding compliance automation tool.
A certified financial planner (CFP), he has spent the last 25 years in the financial services industry, including as a family wealth planner.
Nick Bernardo is the founder of OnBord, an onboarding compliance automation tool.
A certified financial planner (CFP), he has spent the last 25 years in the financial services industry, including as a family wealth planner.