Jonathan Bernstein, CFP®, CPA, PFS™, AIF®
Managing Director
Jonathan 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 a Wealthspire predecessor firm, 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 a Wealthspire predecessor firm, as well as Hudson Wealth Management, 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. Within the community, he donates to and volunteers with several charities, local 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.
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. Within the community, he donates to and volunteers with several charities, local 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
