Martha Suzanne Pope
Investment adviser representative at Wellfull
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$866.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- WellfullMay 2022 to now
- Bernardo Wealth PlanningJan 2019 to now
- UnemployedSep 2018 to Jan 2019
- Gift of Life Donor ProgramJul 2014 to Sep 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wellfull
Legal name: Bernardo Wealth Planning, LLC
$866.4MAssets managed
801Clients
11Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7091907
- Firm CRD
- 288705