Five Star Professional
Brett Bernstein, CFP® and Rob Kantor, ARPC, were selected as 2017 Washington D.C. Five Star Wealth Managers. They also received the award in 2015 and 2016. The award is based on 10 objective criteria associated with providing quality services to clients such as assets under management, client retention rate, regulatory record, number of households served, education and professional designations, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list.