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Bernard A. Unger, CAP®

Bernard A. Unger, CAP®

A CAP® (Chartered Advisor in Philanthropy®) is a qualified advisor who will help you manage your inheritance, estate, and charitable goals by guiding you through important life questions during decision making processes.

As a CAP®, "Bernie" will ensure that your plan will embody your ideals as well as your traditional goals and objectives. The plan will be effective and efficient financially while helping to have a positive impact on your family and / or other causes you care about.

Bernie is a published author and public speaker with more than 20 years of financial, tax, and estate experience.