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.

NAPFA Start Date

July 14, 1997


This Office

2525 Ponce De Leon Blvd Coral Gables, FL 33134-6037 Phone: (203) 255-6757

Other Offices

515 Fairfield Beach Rd Fairfield, CT 06824-6740 Phone: (203) 255-6757 Fax: (203) 255-6475