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™, and currently holds licenses for the series 3, 7, 24, 63, and 65 which are held with LPL Financial. She is also registered as a licensed Insurance Agent in New York, New Jersey, and Maryland . 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 is Chair of the Business Advisory Council at SUNY New Paltz School of Business. She is a member of the New Paltz Regional Chamber of Commerce and the Hudson Valley Estate Planning Council. Irene is the past President of the Wallkill Valley Rail Trail Association. She was a long time member of the New Paltz Rotary Club and served as Secretary for most of her tenure.

Irene has run 2 marathons and 2 half marathons 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.

Irene holds a B.S. in Finance and is currently an MBA candidate at SUNY New Paltz. She is the proud mother of two incredible daughters and doting grandmother of three delightful grandkids.