Barbara Bernstein

Barbara J Bernstein

Wealth Management Advisor

  • CFP®
FINRA BrokerCheck
  • CA License: #0I01157

515 S Flower St Fl 34,
Los Angeles, CA 90071
213-243-7104 310-480-9006 Visit my website

About my practice

As a Wealth Management Advisor and CFP® professional, I work with clients to create tax-advantaged strategies in the areas of education, retirement, estate planning and generational wealth transfer. Together with my team, we can identify your wealth-building goals and implement a strategy.

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