Bernard J. Bartenstein, CFP®
Bernie specializes in advising high-net-worth individuals and families to craft customized plans in the areas of investment management, wealth advisory, and trust planning. He is part of a team that collaborates with families and institutions to help preserve, protect and grow their wealth with an emphasis on family, business and philanthropic priorities.
Prior to joining First American Trust, Bernie was a Vice President - Financial Consultant with Charles Schwab & Co Inc., where he provided guidance to high-net-worth families to establish a financial plan tailored to their needs, desires and financial objectives. His experience in wealth management includes a broad knowledge of asset allocation and risk management, tax efficiency, retirement planning, income protection, and estate planning. Bernie received his Bachelor of Science degree in Finance from the School of Business Administration at Portland State University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Bernie has also held multiple security industry designations including Series 7, 63, and 66.
Bernie currently resides in South Florida with his wife Danielle and their three young sons. A former college football player and Brazilian Jiu Jitsu blue belt, Bernie is an avid cook who enjoys being with his family and spending time outdoors.