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

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.