Jonathan Bernstein, CFP®, CPA, PFS™, AIF®
Managing DirectorJonathan is a managing director and head of Wealthspire’s Red Bank, NJ team. Joining the firm after more than a decade as managing principal of RoundAngle Advisors, he has an extensive background in accounting and investment management. He specializes in providing financial planning, investing, retirement planning, insurance, tax and estate planning guidance to small business owners, entrepreneurs, executives, and individuals approaching or living in retirement. As a member of the Ed Slott Master Elite IRA Advisor GroupSM, he is dedicated to being a leader in the IRA industry. Through this exclusive organization of financial advisors, he is equipped with advanced tools and resources that help him better assist his clients with complex planning strategies.
Previously, Jonathan worked with several accounting practices and wealth management firms, including Hudson Wealth Management, GM Advisory Group, KPMG, and Geller Marzano & Co CPAs.
Jonathan earned a bachelor’s degree in accounting from Pennsylvania State University, holds the Certified Financial Planner® and Accredited Investment Fiduciary® designations, and is a Certified Public Accountant and Personal Financial Specialist. Committed to providing a high level of knowledge and specialization to his clients, he is actively involved in the industry as a member of the American Institute of Certified Public Accountants (AICPA), New Jersey Society of Certified Public Accountants, and New York State Society of Certified Public Accountants. He has also been published multiple times in the Newark Star Ledger.
Outside of work, Jonathan devotes much of his time to his wife, Jacqueline, and their three daughters, Rachel, Lindsay, and Ella. He enjoys traveling, playing golf, attending concerts, sporting events and the theater. He donates to and volunteers with several charities, local community events, and fundraisers and is the past president of the Phi Sigma Delta Educational Foundation, an organization that has provided more than $1 million in scholarships since its inception to students at Penn State University.
Previous Experience
- Managing Principal at RoundAngle Advisors
- Managing Partner at Bernstein & Bernstein CPAs
- Certified Financial Planner at Hudson Wealth Management
- Financial Advisor at GM Advisory Group
- CPA at Geller Marzano & Co CPAs
Education & Credentials
- BS, Pennsylvania State University, Accounting
- Certified Financial Planner®
- Certified Public Accountant
- Personal Financial Specialist (PFS™)
- Accredited Investment Fiduciary®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
