Jonathan Bernstein

Meet Jonathan.

Jonathan Bernstein leads Wealthspire’s Red Bank team and advises entrepreneurs, executives and people approaching or living in retirement. His work spans investments, insurance, taxes and estate planning. Drawing on accounting experience and a prior leadership role at RoundAngle Advisors, he also supports clients with complex IRA planning.

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Areas of focus

Business owners · Retirement planning · Tax planning · Estate planning

Credentials recorded in sources

CFP®, CPA, PFS™, AIF®

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2026-09-16 · Published in the linked professional biography.

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Portrait source

Photo matched to official biography · 2026-09-16

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Wealthspire

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Wealthspire offers personalized financial planning and investment management, supported by specialists across its advisory businesses. Its services address executive compensation, life transitions, business succession, estate planning and charitable giving.

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