PROFESSIONAL QUALIFICATIONS AND ACCREDITATIONS
- CERTIFIED FINANCIAL PLANNER™ professional
- Registered Representative and Investment Advisor Representative, MML Investors Services, LLC.
- Financial Professional for over 25 years
- Graduate of Rutgers University, B.S. Degree in Accounting & Business Management
- Series 7, 22 & 63 securities registrations
- Graduate of College for Financial Planning
AREAS OF CONCENTRATION
- Wealth Accumulation & Distribution Strategies
- Retirement Planning
- Business Succession Strategies
- Educational Funding Strategies
- Estate Conservation & Family Legacy Strategies
- Executive Compensation Plans
- Life, Disability Income & Long-Term Care Insurance
- Qualified (401K, IRA, Roth IRA) & Non-Qualified Retirement Programs Industry
- National Association of Insurance and Financial Advisors
- Society of Financial Service Professionals
PERSONAL
- Resides in Newtown Square, PA with his wife Beverly Bernstein-Joie
- Enjoys: time with his 3 children and 7 grandchildren, playing golf, & traveling
- Active with Variety Club & Children’s Hope Foundation