Steven Bernardy is a Senior Vice President and Senior Financial Advisor who joined Merrill Lynch Wealth Management in 1997 to manage the Santa Ana office. Currently he dedicates his time to working with clients and not managing. In 1983, Steven graduated with a BA in Economics from UCLA and started his career as a Financial Advisor. Steven helps his clients determine long-term financial goals and implement their wealth management strategies. He helps his clients focus on estate planning issues and works with their advisors in developing their estate plan. Steven has taught investment classes for more than 15 years at local community colleges. He has been involved with a number of charitable organizations including Olive Crest Homes for Abused Children, Foothill High School Education Foundation, Indian Guides, Indian Princesses and Tustin Western Little League. He lives in North Tustin with his wife Suzanne. Their son Graydon graduated from the Univ. of San Francisco and their daughter Lauren graduated UCLA in 2019 . Steve enjoys playing hockey, tennis and golf. Chartered Retirement Planning Counselor and CRPC are registered service marks of the College for Financial Planning. 