Jorey Bernstein

Jorey Bernstein Private Wealth Management & Foundation for Effective Altruism

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Bernstein Investment Consultants Jorey Bernstein
Newport Beach, California

Jorey Bernstein Private Wealth Management & Foundation for Effective Altruism

Areas of Focus

  • Alternative Investments
  • Buying a House
  • Choosing a Financial Advisor
  • Cryptocurrency
  • Employee Stock Options

About Me

Jorey Bernstein Private Wealth Management & Executive Director of Wealth Management at Bernstein Investment Consultants in Newport Beach, California. I have been helping individuals and families maintain and grow their wealth since the late 80’s.

Before launching Bernstein Investment Consultants, I spent 15 years at Morgan Stanley where I was Executive Director in Beverly Hills. Prior to beginning my career, I obtained my bachelor’s degree in economics from John Hopkins University

Outside of work, my passion is helping those in need. For decades, I have contributed to helping sustain and grow various charities, including serving as a host and Board Member for the Special Olympics.

Professional Designations

  • International Mergers & Acquisitions (IM&A)
  • Personal Financial Specialist (PFS)

Primary Location

92660

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to get in touch. I look forward to hearing from you.

Offers Investment Management

Yes

About our Firm

Bernstein Investment Consultants offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family’s future, Bernstein Investment Consultants is one of the nation’s preeminent investment advisors.

Whether you are a veteran of success or are just starting to manage your portfolio, Bernstein Investment Consultants can help you achieve your goals and surpass them in time.

We Offer Personalized Plans to Match Your Needs.

One-size fits all policies are best left to vacation bike helmets. At Bernstein Investment Consultants, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

✅ INSURANCE SERVICES: A good defense is the best offense. Let Bernstein Investment Consultants surround you and your family with leading insurance policies.

✅ WEALTH STRATEGIES: Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

✅EMPLOYEE BENEFIT PROGRAM: Managing your company’s 401k program can seem complicated, but Bernstein Investment Consultants will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

Education

The Johns Hopkins University, Bachelor's Degree, Economics

Badges

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

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