Team
Rick Bernstein, AAMS®, ADPA®, CPFA®, WMS®
Managing Director
954-337-9278
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...
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...