Irene Berner, CFP®

Irene Berner, CFP®


Irene Berner, CFP®, is the Founder of Berner Financial Services. Irene has worked in the financial industry since 1986. She is a CERTIFIED FINANCIAL PLANNER™ professional. 

She also currently holds securities licenses for the series 7, 24, 63, and 65 which are held through LPL Financial, and is registered as a licensed Insurance Agent in New York, New Jersey, Maryland, California, Massachusetts, Florida, New Mexico, and Oregon.

She formed her company in 1996 and has been affiliated with LPL Financial since 2000. Her articles on life planning, retirement and investments have appeared in the Hudson Valley’s In Focus Magazine, and she has contributed to the business section of the Times Herald-Record.

Irene holds a B.S. in Finance from SUNY New Paltz.  She is past chair of the Business Advisory Council at SUNY New Paltz and the 2017 recipient for Alumna of the Year in the School of Business Hall of Fame.  Irene is a member of the Hudson Valley Estate Planning Council, and a long-time member of the New Paltz Rotary club.  She is Past President of the Wallkill Valley Rail Trail Association.  She currently serves on the Elting Memorial Library Board of Directors

Irene has run 2 marathons and many half marathons some of them as a way of raising money for charities. Her last adventure was hiking in the Grand Canyon for the Leukemia & Lymphoma Society in May 2012. As well as running in a few dozen marathons over the last 10 years for fun.

She is the proud mother of two incredible daughters and doting grandmother of three delightful grandkids.