Broker Check


Rick Bernstein, AAMS®, ADPA®

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...

Read more

Natalie McCann

Executive Assistant



Natalie McCann is our Executive Assistant. Natalie joined our team in 2015 and came to us from Wells Fargo where she held the title of Personal Banker. From an early age, Natalie has shown a passion for finance. She demonstrates this...

Read more

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...

Read more