Century ParkWEALTH MANAGEMENT
Your Financial Future, Expertly Guided
Personalized wealth management strategies designed to help you achieve your retirement goals with confidence.
About Century Park Wealth Management
Our Story
Century Park Wealth Management was founded by Andrew Bernell, a Certified Financial Planner®, former attorney and CPA, to offer tailored solutions and personalized attention to clients seeking financial guidance.
Our mission is to provide unbiased advice free from conflicts of interest, ensuring that our clients' best interests always come first.
Our Core Values
- •Personalized solutions tailored to your unique financial situation
- •Expert guidance through every stage of retirement planning
- •Dedicated attention to help you achieve your financial goals
Comprehensive Wealth Management Services
We offer a complete suite of financial planning services designed to transform your retirement outlook and secure your financial future.
Asset Allocation Decisions
Strategic asset allocation tailored to your risk tolerance and financial goals, designed to optimize returns while managing volatility.
Transform uncertainty into confidence with a portfolio built specifically for your needs.
Behavioral Coaching
Guidance to help you avoid common investment pitfalls and make rational decisions during market volatility and uncertainty.
Move from emotional reactions to strategic decisions that support your long-term financial health.
Social Security Analysis
Comprehensive analysis to determine the optimal timing and strategy for claiming Social Security benefits.
Maximize your lifetime benefits and enhance your retirement income security.
Set Clear Retirement Goals
Collaborative planning to define your vision for retirement and establish measurable, achievable financial objectives.
Transform vague retirement dreams into concrete plans with clear milestones.
Retirement Income Planning
Develop sustainable withdrawal strategies to ensure your savings last throughout retirement while maintaining your desired lifestyle.
Replace financial anxiety with the peace of mind that comes from knowing your income is secure.
Optimize Tax Strategies
Implement tax-efficient investment and withdrawal strategies to minimize your tax burden and maximize after-tax returns.
Keep more of what you've earned through strategic tax planning tailored to your situation.
Manage Health Expenses
Plan for healthcare costs in retirement, including Medicare, long-term care insurance, and health savings accounts.
Protect your retirement savings from unexpected medical expenses with proactive planning.
Build a Legacy
Estate planning strategies to efficiently transfer wealth to future generations and support the causes you care about.
Create a lasting impact that reflects your values and provides for those you love.
Ready to Transform Your Financial Future?
Our comprehensive approach addresses not just your investments, but your entire financial picture. Experience the difference that personalized, conflict-free advice can make.
No obligation, just a conversation about your goals
Meet Our Expert
Andrew Bernell
Founder & Certified Financial Planner®
Andrew brings a unique perspective to wealth management as a former attorney and CPA. His diverse background allows him to provide comprehensive financial guidance that considers all aspects of your financial life.
With a passion for helping clients achieve their retirement goals, Andrew founded Century Park Wealth Management to offer personalized financial planning services free from conflicts of interest.
Our Approach
A systematic process designed to transform financial uncertainty into confidence and clarity.
Discovery Conversation
We begin by understanding your current financial situation, your goals, and what's most important to you. This conversation helps us identify your unique needs and concerns.
Comprehensive Analysis
We analyze your current financial position, including investments, retirement accounts, insurance, and tax situation to identify opportunities and potential risks.
Personalized Strategy Development
We create a customized financial plan that addresses your specific goals and concerns, with clear recommendations and action steps.
Implementation & Monitoring
We help you implement the recommended strategies and continuously monitor your progress, making adjustments as your life and the markets change.
"The best time to plant a tree was 20 years ago. The second best time is now."
Why Choose Century Park
Unbiased Advice
We provide advice free from conflicts of interest, ensuring your best interests always come first.
Personalized Approach
We create tailored solutions based on your unique financial situation and goals.
Expert Guidance
Benefit from the expertise of a Certified Financial Planner® with attorney and CPA experience.
Our Commitment to You
At Century Park Wealth Management, we're committed to providing you with the highest level of service and expertise. We believe in building long-term relationships based on trust, transparency, and results.
When you work with us, you can expect:
- Clear, jargon-free communication
- Proactive updates and regular reviews
- Responsive service when you need it most
Working with a Certified Financial Planner® professional ensures you receive advice from someone who has met rigorous education, examination, experience, and ethics requirements.
Transform Your Financial Future Today
Don't wait to secure the retirement you deserve. Take the first step toward financial confidence and peace of mind.
Our no-obligation initial consultation gives you the opportunity to:
Get in Touch
Ready to take the first step toward financial confidence? Contact us today to schedule your complimentary consultation.
Contact Information
Fill out the form and we'll get back to you within 24 hours to schedule your consultation.
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Hours
By appointment
Your financial future is too important to leave to chance. Take the first step toward financial confidence today.
We look forward to helping you achieve your financial goals.