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Tiffany Ann Benfield

Chief Operating OfficerBernardo Wealth Planning, LLCCRD 5667366

About Tiffany Ann Benfield

Tiffany Ann Benfield is listed as Chief Operating Officer at Bernardo Wealth Planning, LLC in Harleysville, PA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Bernardo Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Tiffany Ann Benfield work?

Tiffany Ann Benfield is listed as Chief Operating Officer at Bernardo Wealth Planning, LLC on SEC Form ADV.

How much of Bernardo Wealth Planning, LLC does Tiffany Ann Benfield own?

Form ADV reports a beneficial ownership band of Under 5%.

Bernardo Wealth Planning, LLC

TitleChief Operating Officer
OwnershipUnder 5%
Control personNo
Since2025