Commonwealth Financial Network
44yrs
Top advisor by experience in Wakefield
15yrs
Daniel Bernardo
Financial advisor at Sentinel Pension Advisors, Llc.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 60% of advisors at Sentinel Pension Advisors, Llc.
Office100 Quannapowitt Parkway Suite 402, Wakefield, MA 01880
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?2 states
Services through Sentinel Pension Advisors, Llc.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2012 – nowSentinel Pension Advisors, Llc.Current firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Sentinel Pension Advisors, Llc. at 781-914-1361 and ask for Daniel Bernardo. Daniel works from the Wakefield, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 15 years. More experience than 60% of advisors at Sentinel Pension Advisors, Llc..
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Sentinel Pension Advisors, Llc. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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