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Bernice Ching, FPQP®

Client Associate & Paraplanner

Bernice supports financial advisors to establish client investment managed portfolios. She develops a personalized, client-focused relationship experience.

Prior to joining the firm, Bernice held various long-term management positions at Merrill Lynch and Berkeley Federal Savings Bank. She has a degree from Rutgers University in Economics. Bernice also holds the Financial Paraplanner Qualified Professional™ certification.

In her spare time, Bernice enjoys working on home improvement projects and watching college and professional sports with her family.