David Bernard Email & Phone Number

David Bernard

CEO at iraLogix | San Diego County, California, United States

David Bernard Socials
About David Bernard

David Bernard, as the CEO of iraLogix, is at the forefront of transforming the IRA industry through innovative, technology-driven solutions. Under his leadership, iraLogix has developed a groundbreaking proprietary technology platform that not only streamlines the management of IRA accounts but also enhances the client experience. By providing open architecture access to institutional share class investment options, David ensures that clients can offer their customers a diverse range of investment opportunities that are both cost-effective and tailored to individual needs.

One of David's key projects involves the implementation of a fully paperless system that simplifies account setup and management, significantly reducing operational inefficiencies for financial advisors and their clients. This initiative not only aligns with the industry's shift towards digital solutions but also addresses the growing demand for transparency and ease of access in retirement planning. David's expertise in sales management, asset management, and investment advisory plays a crucial role in driving these initiatives forward, enabling iraLogix to forge strategic partnerships with leading custody and advice providers.

With a strong background in financial planning and mergers & acquisitions, David is adept at navigating the complexities of the retirement landscape. His leadership is instrumental in positioning iraLogix as a pioneer in the industry, empowering clients to grow their businesses while providing exceptional service to their customers. As iraLogix continues to redefine the IRA space, David Bernard remains committed to innovation and excellence, ensuring that the company not only meets but exceeds the evolving needs of the market.

David Bernard Work
1 experience icon

CEO at iraLogix in January 2016 to Present

2 experience icon

at GuidedChoice in May 2010 to February 2016

3 experience icon

at Cognitive Health Sciences in July 2008 to February 2011

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David Bernard Education

University of Massachusetts Amherst, January 1978 to January 1982

David Bernard Skills

Managed Accounts

Retirement Income

Investment Advisory Services

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About David Bernard's Current Company
iraLogix

Discover more about iraLogix
Frequently Asked Questions about David Bernard

What is David Bernard email address?

Email David Bernard at [email protected]. This email is the most updated David Bernard's email found in 2026.

How to contact David Bernard?

To contact David Bernard send an email to [email protected].

What company does David Bernard work for?

David Bernard works for iraLogix

What is David Bernard's role at iraLogix?

David Bernard is CEO

What is David Bernard's Phone Number?

David Bernard's phone (213) ***-*100

What industry does David Bernard work in?

David Bernard works in the Financial Services industry.

David Bernard Email Addresses

Email David Bernard at [email protected]. This email is the most updated David Bernard's email found in 2026.

David Bernard Phone Numbers

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