
Bernardo Chávez
Chief Executive Officer - Stoic Technologies
Bernardo is a senior wealth advisor with over 15 years of experience in the financial services industry. His core competencies include financial planning, investment management, portfolio analysis, risk assessment, and client relationship building. As a wealth manager, Bernardo champions his clients’ financial goals through a disciplined and pragmatic approach to wealth management and investment coaching. He also partners with an extensive network of professionals such as CPAs, attorneys, and trust officers to ensure that clients receive the best possible service and support for their complex and evolving needs.
Bernardo is a firm believer that “he profits most who serves best.”
Vistage on Campus – EMBA26