Mario Bernardi and Mike Ochoa

Phone: 312-419-1200
Fax: 312-419-1796

With over 50 years of cumulative investment experience, Mario Bernardi and Mike Ochoa work with individuals and companies to develop and implement investment plans designed to grow and manage wealth.

They work closely with clients to help monitor their progress and ability to achieve their unique personal goals.

Incorporating client needs and wants, Mario and Mike develop plans to help ensure that clients can financially support their pre- and post-retirement life style.

Areas of expertise include: retirement planning and distribution strategies; 401k plans;college saving and education planning; asset and income protection; cash flow and market risk management; specialized fixed income investing.

Mario and Mike are financial advisors who have worked together for over 25 years.  Both are registered investment advisors, securities principals and have senior management experience.  They are both past presidents and board members of The Chicago Bond Club.  Mario also served as chairman of Central States Securities Industry Association and president of Illinois Securities and Financial Markets Association. Both Mario and Mike volunteer in their communities and are involved in youth sports serving as coaches and board members.