Bernard & Johnson Family Wealth Management

Rachael Johnson is a CFP®-credentialed financial advisor with 24 years of industry experience. She has worked at Bernard & Johnson Family Wealth Management since 2016 and previously spent seven years with Wells Fargo Advisors Financial Network. Outside of her advisory role, she is a fitness trainer at CrossFit Monrovia and serves as secretary on the Huntington Oaks HOA Board. Bernard & Johnson Family Wealth Management provides financial planning, discretionary investment management, and retirement-plan advisory services to individuals, families, trusts, small businesses, and plan sponsors. The firm follows a fiduciary, planning-led approach and typically implements portfolios through institutional money managers using mutual funds, ETFs, and separately managed accounts.

Michael Bernard is a CFP® professional with 32 years of industry experience, currently serving at Bernard & Johnson Family Wealth Management since 2016. Prior to this, he worked for Wells Fargo Advisors Financial Network LLC for seven years. Outside of his advisory role, Bernard is an active freelance musician performing with orchestras and chamber music groups and holds leadership positions in several local arts and community organizations, including serving as Vice President of the City of Angels Performing Arts Association and chairing committees for the Rotary Club of Pasadena. Bernard & Johnson Family Wealth Management provides financial planning, discretionary investment management, and retirement-plan advisory services to individuals, families, trusts, and small businesses. The firm employs a fiduciary, planning-led approach, typically implementing portfolios through institutional money managers using mutual funds, ETFs, and separately managed accounts, with a focus on long-term management and ongoing due diligence.