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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

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.

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.

NAPFA Start Date

May 16, 2023

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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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Visit Website 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

14 W Lodges Lane Bala Cynwyd, PA 19004 Phone: (267) 530-0902
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