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Berns
David Berns

5290 Station Way

Sarasota

FL

34233

Professions

Financial Planner

About Me
Workshops Offered

Open for Discussion

I am currently the financial planning coordinator for Truadvice LLC, a local RIA in Sarasota, FL. In addition to my current role, I am one of the financial planners here at Truadvice, where I work with a select group of families here in Sarasota, guiding them through their retirement journey. I enjoy getting to know my clients and what their dreams and goals are, helping them create their own financial blueprint. When I am not working, I love spending time with my family, enjoying our beautiful beaches, and playing tennis several times a week. I am also an active member in Habitat for Humanity, Junior Achievement, and Instride.

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