Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® Email and Phone Number

Partner and Private Wealth Advisor @ Luca Partners
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s Location
Raleigh, North Carolina, United States, United States
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s Contact Details

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® work email

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® personal email

n/a

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® phone numbers

About Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®

Time.Peace of Mind.Two things in this world that are invaluable, though increasingly hard to find. Our team works with the busiest of professionals to help create more of each. They say life is short, so we do the heavy lifting of holistic financial planning to give them more freedom, less worries, and the ability to enjoy their lives and the people they love on their own terms.---------------------------------------------------------As a private wealth advisor and partner of a comprehensive wealth management team, I deliver customized financial planning solutions for high-achieving and high-net worth worth clients across the country. Since 2007, I have built high-trust relationships throughout the professional, corporate executive, and business communities, partnering with clients who care about their financial confidence and providing lasting experiences and legacies for their families.✉ andrew.bernstein@nm.com ☎ 919.755.3225☛ luca-partners.com

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s Current Company Details
Luca Partners

Luca Partners

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Partner and Private Wealth Advisor
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® Work Experience Details
  • Luca Partners
    Partner And Private Wealth Advisor
    Luca Partners Dec 2024 - Present
    View
  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual May 2007 - Nov 2024
    Milwaukee, Wi, Us
    View

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® Skills

Public Speaking Leadership Finance Strategic Planning Financial Planning Customer Service Management Microsoft Office Financial Advisory Marketing Disability Insurance Financial Analysis Project Planning Small Business Retirement Event Planning Risk Management Legal Research Life Insurance Insurance Series 7 Investments Wealth Management Creative Direction Iras Fixed Annuities Social Media Wealth Wealth Preservation Planning Legal Writing

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® Education Details

  • West Virginia University College Of Law
    West Virginia University College Of Law
    Law
  • Notre Dame Law School
    Notre Dame Law School
    Uk Campus
  • West Virginia University
    West Virginia University
    B.A.

Frequently Asked Questions about Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®

What company does Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® work for?

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® works for Luca Partners

What is Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s role at the current company?

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s current role is Partner and Private Wealth Advisor.

What is Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s email address?

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s email address is an****@****mfn.com

What is Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s direct phone number?

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s direct phone number is +191983*****

What schools did Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® attend?

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® attended West Virginia University College Of Law, Notre Dame Law School, West Virginia University.

What skills is Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® known for?

Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® has skills like Public Speaking, Leadership, Finance, Strategic Planning, Financial Planning, Customer Service, Management, Microsoft Office, Financial Advisory, Marketing, Disability Insurance, Financial Analysis.

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