Broker Check


Rick Bernstein, AAMS®, ADPA®, CPFA®, WMS®

Managing Director

(954) 789-9736


Rick partners with individuals and families to help them pursue their financial goals through the development of long-term financial strategies. Through a personal investing approach, not generic programs, he builds individual...

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Oscar Varona

Financial Consultant


Oscar works with families and businesses to guide them through complex financial decisions. His expertise comes from years of valuable experience in customer service, as well as over 10 years in the financial industry. While not...

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