Rafael Bernard

Rafael Bernard, CFP, MSFP, is an alumnus of Kansas State's financial therapy program and Bentley University's financial planning program.

He has experience researching financial literacy, designing financial therapy-driven client activities, and leveraging experiential learning to build financial wellness curricula.

Professional development

Use this analog tool for truly productive client conversations

Interactive exercises that let clients reflect, write and even just doodle about their history and goals can build trust and improve financial outcomes.

By Rafael Bernard

February 15