Christopher Bernal's Linkedin Analytics

With 15 years of experience in the financial services industry, Chris Bernal is a financial advisor with the Cain Talia Bernal Group at Morgan Stanley. Passionate about financial planning, client service, and building relationships, Chris helps his clients invest with a purpose through his process of Listening, Understanding, Advising and Seeing It Through. His primary goal is to guide each client through retirement planning, legacy planning, asset allocation, cash management, insurance, and leveraging credit strategies. With his approach, Chris understands that every client has different needs and there isn't a one size fits all investment for everyone, but with planning and consistent follow up, he can strive to do his best to give sound advice and guidance to help clients meet their goals. Before joining Morgan Stanley, Chris started in the industry in 2008 shortly after graduating from San Diego State University with a B.S. in Integrated Marketing and Communications. He currently holds his FINRA Series 7, 66, and Life & Health Insurance Licenses. Chris grew up in the Bay Area and moved to San Diego in 2006. As an avid basketball player and fan, Chris met his wife playing basketball and loves to go to Aztec Basketball games. Happily married with 2 daughters, most of his time is spent with them going on family trips and visiting family in Los Angeles, Northern California, and Utah. Outside of the office, he also loves to BBQ and cook for friends and family. Team Website: https://advisor.morganstanley.com/the-cain-talia-bernal-group