Deanna Harless CFP®
After a brief absence, Deanna Harless rejoined Bernard Wealth Management as Director of Financial Planning and Wealth Advisor. Deanna has more than 17 years of experience in the financial services industry, including expertise in firm productivity improvement, procedure development, and investment research. She enjoys working with clients to help them reach their financial objectives while getting to know them. Deanna graduated from Oakland University with her Bachelor of Science degree. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in December 2019, meeting the rigorous education and testing requirements into the complexities of financial planning, as well as meeting the experience requirements and ethical standards. She has also passed her FINRA Series 7, Series 63, and Series 65 exams and holds the Michigan Life and Health license. She currently lives in Rochester Hills with her husband John and two young sons, Jeremiah and Nathaniel.