Bernard Garrah, Jr., ChFC, CLU, CFBS, ChSNC
All-in-One Financial Planning for Corporate Executives | Fiduciary
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Serving Clients Nationwide
All-in-One Financial Planning for Corporate Executives | Fiduciary
Areas of Focus
- Business Owners
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- High Net Worth
- Investment Management
- Legacy Planning
- Retirement Income Planning
- Tax-Efficient Planning
About Bernard Garrah, Jr., ChFC, CLU, CFBS, ChSNC
Hi, I'm Bernie Garrah, Principal and Wealth Advisor of Tempo Wealth.With over 29 years of experience in financial planning and wealth management, I focus on providing fiduciary-driven financial solutions to a diverse clientele based in Cleveland, Ohio.
My practice is centered on comprehensive financial planning, with a strong emphasis on investment management, retirement income planning, and tax reduction strategies.
Navigating complex financial landscapes has earned me a reputation as a trusted advisor for high-net-worth individuals and corporate executives.
I hold a bachelor's degree in Finance from Virginia Polytechnic Institute & State University, which gave me a strong foundation for my career in wealth management.
I remain actively engaged in the financial community, regularly sharing market insights and updates through professional platforms like LinkedIn.
I reside on the west side of Cleveland with my wife, Lori, our daughter Hanna, and our two dogs, and I maintain a balanced lifestyle that complements my professional endeavors. My personal interests include exploring new destinations with family, trying new restaurants and cuisines, and watching sports and home improvement shows.
Professional Designations
- Certified Federal Benefit Specialist (CFBS)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Chartered Special Needs Consultant (ChSNC)
Primary Location
6133 Rockside Road, Building II, Suite 400, Independence, OH 44131
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Whether you have a question, need support, or just want to learn more about Tempo Wealth, our team is here to help. Click the 'Book Intro Call' button above to get in touch. We look forward to speaking with you.Offers Investment Management
Yes
About Tempo Wealth
Tempo Wealth is a modern wealth management firm specializing in equity-driven planning for professionals at a diverse range of companies like Parker Hannifin, Progressive, SpaceX, Eaton, Sherwin-Williams, and more.Our clients want to make tax-smart decisions that align their total compensation—salary, benefits, and equity—with their idea of a great life.
Who We Serve
We work with professionals at all stages of their career, from rising professionals to C-suite executives. Tempo was formed to help individuals and families who have complex needs. While we have a specialty in working with current and former executives at publicly traded companies, complex planning isn't limited to this population; physicians, attorneys, founders, and private company executives have complexities within their financial lives that could make Tempo a great fit.
Our Philosophy
At Tempo, our commitment to objectivity through fiduciary advice is the foundation of our firm. We combine big-firm experience with boutique-level service, and our team specializes in crafting tailored plans that align with each client's unique goals and philosophies.
We prioritize holistic, client-centered planning, and to ensure our clients receive the most informed advice, we collaborate with trusted specialists—including CPAs, estate planning attorneys, and independent property and casualty insurance experts.
Our team has grown to serve more than 900 households and manage over $1 billion in combined assets, drawing on more than 60 years of combined experience among our advisors.
Our Services
Our services include financial planning, portfolio management, and pension consulting, with particular depth in equity compensation strategies such as RSUs, ISOs, SARs, LTIPs, and deferred compensation plans for executives at publicly traded and privately held companies.
Advisory services are offered through Tempo Wealth, LLC, an SEC-Registered Investment Advisor in the State of Ohio.
Education
Virginia Polytechnic Institute and State University, Bachelor of Science, Finance
Hobbies and Interests
- Family
- Sports
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Physicians
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