My Qualifications

Joel I. Bernstein, CRPC
Financial Planner
Investment Advisor Representative
Financial Services Executive

 

 

“My practice is built on a foundation of providing objective, honest, and precise strategies. The work I accomplish with my clients is based solely on providing tools to help them attain their financial goals and aspirations, while offering the highest level of personal service and ongoing education.” 
(Joel I. Bernstein, CRPC)

Joel has been in the Financial Services Industry for over 13 years. Prior to joining Barnum, Joel was a Financial Advisor with Ameriprise Financial Services Inc. He obtained his Chartered Retirement Planning Counselor designation awarded by the College for Financial Planning, developed with a focus on client-centered problem solving.

Joel is a graduate from the University of Rochester, Rochester, NY, where he earned his Bachelors of Science in Mechanical Engineering.

Joel resides in Fairfield, Connecticut with his wife Linda,  who he raised three daughters with. In his free time, he enjoys woodworking and carpentry. He really enjoys the process of creating custom items from wood.