Brett Bernstein, CFP®
CEO & Co-founder
Education & PhilanthropyBrett received a Bachelor of Science in finance from the University of Maryland’s Robert H. Smith School of Business and continued his education at Georgetown University and Harvard Business School’s Executive Leadership Program. He earned his CFP® certification in 2003. Brett has served on various non-profit organization boards in numerous leadership positions but over the past 9 years has served as the Board Chair of So What Else, a local, grassroots charity helping at-risk youth with after-school and summer programs. Brett also serves as a Board Trustee for the Bullis School in Potomac, Maryland. In Brett’s free time, he enjoys spending time at Bethany Beach, DE with his wife, two teenage daughters, and two dogs. FINRA’s BrokerCheck.
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