Jonathan Bernstein (CFA, CFP®)

Jonathan Bernstein focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Socially Responsible Investments

Planning Specialties

I help people spend their lives doing what they care about most. My specialties are:

  • Busy professionals who need more time for what they care about.
  • Retirees or near-retirees who want to focus more on what they love.
  • Money worriers.
  • Tax-efficient charitable giving.
  • Sustainable investing.
  • Complex investment portfolios

I am located in Bala Cynwyd, PA, offering virtual service nationwide and in-person service in the Philadelphia area. Please visit for more information.

Additional Information

I am a graduate of Yale College and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2009. I became a CFA charterholder in 2013. My prior role was as Director of Research for Hefren-Tillotson, one of the largest investment advisory and financial planning firms in Pennsylvania, where I led the firm's investment and research process for over $18 billion of assets and 13,000 clients.

NAPFA Start Date

May 16, 2023


This Office

14 W Lodges Lane Bala Cynwyd, PA 19004 Phone: (267) 530-0902