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Robert Bernstein, Personal Financial Advisor and Coach

PERSONAL FINANCIAL ADVISOR AND COACH. Interested in undertaking a comprehensive financial review to optimize your entire portfolio. Eager to have an expert second opinion on the advice of other financial professionals. Wanting to plan your estate or college funding. In the midst of changing life circumstances such as the loss of a spouse, divorce, serious illness, or inheritance. Facing decisions on the purchase of a home, car, insurance policy, or choosing an appropriate pension plan.

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Robert J. Bernstein, IFA

Robert Bernstein

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Robert J. Bernstein, IFA

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Robert J. Bernstein, IFA

Robert Bernstein

91 Mea●●●●●●ew Dr.

Nor●●●eld , Illinois, 60093-3547

United States

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Robert Bernstein, Personal Financial Advisor and Coach | finadvisor.net Reviews

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PERSONAL FINANCIAL ADVISOR AND COACH. Interested in undertaking a comprehensive financial review to optimize your entire portfolio. Eager to have an expert second opinion on the advice of other financial professionals. Wanting to plan your estate or college funding. In the midst of changing life circumstances such as the loss of a spouse, divorce, serious illness, or inheritance. Facing decisions on the purchase of a home, car, insurance policy, or choosing an appropriate pension plan.

<META> KEYWORDS

1 frequently asked questions

2 case studies

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4 robert bernstein

5 now retired

6 whether you are

7 bobbernstein@finadvisor net

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Robert Bernstein, Personal Financial Advisor and Coach | finadvisor.net Reviews

https://finadvisor.net

PERSONAL FINANCIAL ADVISOR AND COACH. Interested in undertaking a comprehensive financial review to optimize your entire portfolio. Eager to have an expert second opinion on the advice of other financial professionals. Wanting to plan your estate or college funding. In the midst of changing life circumstances such as the loss of a spouse, divorce, serious illness, or inheritance. Facing decisions on the purchase of a home, car, insurance policy, or choosing an appropriate pension plan.

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finadvisor.net

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Robert Bernstein, Personal Financial Advisor and Coach

http://www.finadvisor.net/faq

I have a broker, insurance agent, personal banker, etc. Why do I need you? I assist with matters from a perspective that no one of these single sources can provide. Since I have no products to sell or company to promote, I am totally in your camp. What services do you offer? I offer a wide variety of services. These are general categories that I cover:. Overview of all financial circumstances including investments, real estate, futures and insurance. Second opinion on recommendations of others.

2

Robert Bernstein, Personal Financial Advisor and Coach

http://www.finadvisor.net/about

I have a B.A. in Economics from Claremont McKenna College and a Masters of Business Administration with a concentration in Finance from the University of California in Los Angeles. For five years I worked as a Registered Representative (Stockbroker) for a major Wall Street firm. My expertise covered securities, futures, insurance and tax shelters. For seventeen years I successfully traded for myself on the Chicago Board of Options Exchange. And Frequently Asked Questions. Sections of the web site.

3

Robert Bernstein, Personal Financial Advisor and Coach

http://www.finadvisor.net/case

When his wife died, a widower in his fifties faced a difficult emotional time as a single parent and wage earner. Since his wife had pre-marital assets, he also became executor and trustee of her estate. I was able to help him keep priorities in perspective, assist in choosing a tax attorney, and select appropriate investments for trust assets and life insurance proceeds. These case studies are altered to protect confidentiality. Registered with the State of Illinois.

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PERSONAL FINANCIAL ADVISOR AND COACH. Interested in undertaking a comprehensive financial review to optimize your entire portfolio. Eager to have an expert second opinion on the advice of other financial professionals. Wanting to plan your estate or college funding. In the midst of changing life circumstances such as the loss of a spouse, divorce, serious illness, or inheritance. Facing decisions on the purchase of a home, car, insurance policy, or choosing an appropriate pension plan.

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