With over 12 years of experience in finance, accounting, and investment management, Roberto Bernal brings a deep level of expertise and leadership to Lyon Bern.

​

As a Certified Exit Planning Advisor (CEPA), Roberto specializes in strategic investment management analysis and business exit planning for high net worth individuals (HNWIs)—helping business owners and physicians make informed, value-driven decisions about their financial future and transition options.

​

Lyon Bern was founded with a singular mission: to deliver a different kind of financial advisory experience—one built on value, transparency, and trust. His relentless commitment to offering personalized, fiduciary-driven advice ensures that every client receives more than just financial guidance—they receive a partner who prioritizes their best interests over financial transactions.

​

As CEO, Roberto leads with integrity and vision, building a private wealth and asset management firm that integrates comprehensive planning, advanced financial technology, and strategic investment thinking to empower clients at every stage of their journey.