Rachael Johnson is a CFP® and holds a Series 66 license with 25 years of industry experience. She has been with Bernard & Johnson Family Wealth Management since 2016. Outside of her advisory role, she works as a fitness trainer at CrossFit Monrovia and serves as secretary on the Huntington Oaks HOA Board. Bernard & Johnson Family Wealth Management serves individuals, families, trusts, small businesses, and retirement plans, including high-net-worth clients. The firm provides financial planning and discretionary investment management, focusing on customized, long-term strategies implemented through institutional money managers and ongoing portfolio monitoring.

Michael Bernard is a CFP®-certified financial advisor with 32 years of industry experience. He has been a principal at Bernard & Johnson Family Wealth Management since 2016. Outside of his advisory work, Bernard is a freelance musician involved in several orchestras and chamber music groups and holds leadership roles in local performing arts and community organizations, including serving as Vice President of the City of Angels Performing Arts Association and committee chair for the Rotary Club of Pasadena. Bernard & Johnson Family Wealth Management serves individuals, families, trusts, small businesses, and retirement plans, including high-net-worth clients. The firm provides financial planning and discretionary investment management, typically implementing customized, long-term strategies through institutional money managers and emphasizing fiduciary responsibility in retirement plan advisory services.