Lance Rosina has been an investment adviser representative at Bernardo Wealth Planning since September 2017, and is not listed among the firm’s executive officers or direct owners. Lance Rosina holds a Bachelor of Arts in Business & Economics from Ursinus College.
Bernardo Wealth Planning, LLC is a Harleysville, PA firm with $866M under management, 801 clients and 7 advisers in one office, as of its March 2026 filing.
Lance Rosina is with Bernardo Wealth Planning, based in Harleysville, Pennsylvania. Rosina began working in financial services with a large regional bank in 2014 and moved to Stifel in the fall of 2015. He specializes in retirement, education and estate planning.
Lance Rosina’s longest registration is the current one, 9 years at Bernardo Wealth Planning since 2017. Before joining Bernardo Wealth Planning in 2017, Lance Rosina was registered through Stifel, Nicolaus & Company, Incorporated and Girard Partners LTD.
- Stifel, Nicolaus & Company, Incorporated– · 2 yearsPrinceton, NJ · Adviser representative · Firm CRD 793
- Girard Partners LTD.– · under a yearSouderton, PA · Adviser representative · Firm CRD 39163
- Univest Investments, Inc.– · under a yearSouderton, PA · Adviser representative · Firm CRD 1834
Professional designations
Listed by Bernardo Wealth Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Lance Rosina is registered as an investment adviser representative in Pennsylvania, since September 2017.
- PennsylvaniaSince 8 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 October 2014 |
| Series 7 | General Securities Representative Examination | 4 September 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lance Joseph Rosina
- CRD
- 6180424
- Firm
- Bernardo Wealth Planning · CRD 288705
- Office
- 272 RUTH ROAD, Harleysville, PA 19438
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wellfull.io
Where does Lance Rosina work?
Lance Rosina is an investment adviser representative registered through Bernardo Wealth Planning, LLC since September 2017, and is not listed among the firm’s executive officers or direct owners.
Is Lance Rosina a financial advisor?
Yes. Lance Rosina has a current investment-adviser registration in Pennsylvania, through Bernardo Wealth Planning since September 2017.
How many years of experience does Lance Rosina have?
Lance Rosina has 12 years in the financial industry, since October 2014, across 4 adviser firms.
What exams has Lance Rosina passed?
Lance Rosina has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2014. FINRA credited Lance Rosina with the SIE, which began in October 2018.
Where did Lance Rosina work before Bernardo Wealth Planning?
Before Bernardo Wealth Planning, Lance Rosina was registered through Girard Partners LTD., March 2015 to August 2015; Univest Investments, Inc., December 2014 to August 2015.
Where is Lance Rosina based?
Lance Rosina’s registered office is in Harleysville, PA.
Is Lance Rosina registered with FINRA?
No. Lance Rosina has no current broker registration.
Is Lance Rosina a CFP?
Bernardo Wealth Planning lists Lance Rosina with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Lance Rosina’s record?
Search CRD 6180424 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lance Rosina’s full registration record.
- Tiffany BenfieldChief Operating Officer
- Ashleigh SwayzeChief Compliance Officer
- Nicholas BernardoManaging Partner