David Bernard, CFP®

David Bernard is a CFP® professional and has recently joined the Knights of Columbus Asset Advisors team, bringing more than 10 years of experience helping individuals and families pursue their financial goals. His expertise includes retirement planning, insurance strategies to help protect families, investment management, and legacy planning.

David holds a Series 7 and Series 65 securities licenses and is licensed in Life and Health insurance. He is an Accredited Asset Management Specialist (AAMS®) and is also registered with SEC and FINRA as an investment adviser.

A lifelong resident of New Orleans, David is a graduate of Jesuit High School and the University of New Orleans. He and his wife, Cyndi, enjoy spending time with their three children and three grandchildren. Outside of work, David enjoys tennis, golf, music, and reading.

David is excited to serve Catholic families through his role with Knights of Columbus Asset Advisors, helping them navigate today's financial decisions while planning confidently for the future. Guided by the Knights' mission to Guard, Grow, and Give, he is committed to providing thoughtful, value-based financial advice tailored to each client's unique needs.

"I have the opportunity and privilege to make a meaningful and lasting impact on my clients' lives by helping them build secure financial futures through the timeless mission of the Knights of Columbus: Guard, Grow, Give." – David Bernard