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Harry Bering, CFA, CFP

Portfolio Administrator

Harry Bering is a financial professional currently serving as a Portfolio Administrator at Aviso Wealth. He holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, indicating a high level of expertise in investment management and financial planning. With over seven years of experience in the financial services industry, Bering has worked in various roles, including retail banking, discount brokerage, and financial planning.1

Highlights

Apr 18 · linkedin

Very happy to share that I am officially a CFA charter holder! A big thank you to all those who have supported me in my journey, especially my partner.

A special shoutout to Mark Meldrum, Ph.D. for the amazing prep material.

On to the next 👍🏾😃

#cfa #cfasocietyvancouver #cfainstitute #avisowealth

Jan 19 · linkedin

This picture below summarizes a majority of my vacation for 2021. AtLeast it was worth it.

Passed CFA Level 2 scoring in the 90th percentile ✅ ✅

A big thank you to Mark Meldrum, Ph.D. For the study prep material and my partner Hana Ichikawa for supporting me through this journey.

#cfainstitute #aviso #bcit #cfalevel2

Related Questions

What specific roles has Harry Bering held in the financial services industry?
What are Harry Bering's main responsibilities as a Portfolio Administrator at Aviso Wealth?
How has Harry Bering's experience in retail banking influenced his current role?
What certifications does Harry Bering hold and how do they benefit his work?
Can you provide examples of Harry Bering's achievements in financial planning?
Harry Bering, CFA, CFP
Harry Bering, CFA, CFP, photo 1
Harry Bering, CFA, CFP, photo 2
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Location

Greater Vancouver Metropolitan Area