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Michael Bernstein (CFP®)

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

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Insurance Related Issues

Additional Information

In addition to our traditional wealth management services, Lionshead offers Micro Family Office for individuals and families with investable assets that exceed $5MM. We also offer 401(k)/qualified retirement plan consulting and investment advisory services, specifically from the employer's side.

NAPFA Start Date

November 05, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

250 W 55th Street 17th Floor New York, NY 10019 Phone: (212) 967-5466
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