David Bernstein (BS, CFP®)

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

Alternative or Private Investments

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

My firm is a "fee only" financial planning, investment counseling and personal tax firm. "Fee Only" refers to the fact that we do not sell insurance or investment products. We do not receive or pay any commissions or referral fees. Our only compensation comes from what our clients pay us directly. This allows us to offer the best possible advice for a client's situation. There is no conflict of interest or hidden sales agenda. We integrate goal setting, portfolio analysis, tax planning, estate planning, insurance review, asset allocation strategy, and retirement planning into one plan designed specifically for you.