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
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |