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
- 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
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.
I am located in Bala Cynwyd, PA, offering virtual service nationwide and in-person service in the Philadelphia area. Please visit bernsteinplanning.com for more information.
NAPFA Start Date
May 16, 2023