Partner And Private Wealth Advisor
Current
Dec 2024 - Present
AeroLeads people directory · profile
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® Email & Phone Number
Partner and Private Wealth Advisor
at
Luca Partners
1 work email found
@nmfn.com
3 phones found area 919 and 304
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Private Wealth Advisor
Location
Raleigh, North Carolina, United States
Who is Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®? Overview
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Quick answer
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® is listed as Partner and Private Wealth Advisor at Luca Partners, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at nmfn.com, phone signal with area code 919, 304, and a matched LinkedIn profile for Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®.
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® previously worked as Wealth Management Advisor at Northwestern Mutual. Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® holds J.D., Law from West Virginia University College Of Law.
Company email context
Email format at Luca Partners
This section adds company-level context without repeating Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s masked contact details.
*@nmfn.com
68% confidence
AeroLeads found 1 current-domain work email signal for Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Public Speaking, Leadership, Finance, Strategic Planning, and 26 others.
Current workplace
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
2 roles
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
May 2007 - Nov 2024
3 education records
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® education
J.D., Law
West Virginia University College Of Law
J.D., London, Uk Campus
Notre Dame Law School
B.A.
West Virginia University
FAQ
Frequently asked questions about Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®
Quick answers generated from the profile data available on this page.
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 Luca Partners?
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® is listed as Partner and Private Wealth Advisor at Luca Partners.
What is Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s email address?
AeroLeads has found 1 work email signal at @nmfn.com for Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® at Luca Partners.
What is Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 919, 304 for Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® at Luca Partners.
Where is Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® based?
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® is based in Raleigh, North Carolina, United States while working with Luca Partners.
What companies has Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® worked for?
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® has worked for Luca Partners and Northwestern Mutual.
How can I contact Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp®?
You can use AeroLeads to view verified contact signals for Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® at Luca Partners, including work email, phone, and LinkedIn data when available.
What schools did Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® attend?
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® holds J.D., Law from West Virginia University College Of Law.
What skills is Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® known for?
Andrew P. Bernstein, Jd, Cfp®, Cpwa®, Ricp® is listed with skills including Public Speaking, Leadership, Finance, Strategic Planning, Financial Planning, Customer Service, Management, and Microsoft Office.
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