Priya PatelTLDR:
- Barbara Bernstein is a Wealth Management Advisor at Fortuna Wealth Management, Legacy Strategies and Insurance Solutions. She helps clients achieve their financial goals by connecting them with the right tools and resources.
- Before entering the finance industry, Bernstein worked as a news producer and co-producer in the entertainment industry.
- She became passionate about teaching and problem solving, which led her to pursue a career in finance.
- Through her work, Bernstein aims to empower women and help them achieve financial freedom.
Barbara Bernstein is a Wealth Management Advisor at Fortuna Wealth Management, Legacy Strategies and Insurance Solutions. In her role, she helps clients articulate their financial goals and connects them with the tools and resources necessary to achieve those goals. She takes a collaborative approach with her clients, serving as both an advisor and an educator.
Before entering the finance industry, Bernstein had a successful career in the entertainment industry. She worked as a news producer at KCBS Los Angeles and later transitioned to America’s Funniest Home Videos, where she worked her way up to being a co-producer. Despite her success in entertainment, Bernstein wanted to make a bigger impact and help others take control of their financial position.
Growing up, Bernstein experienced money as a fearful topic and witnessed the negative impact of living without a clear financial plan. This experience fueled her passion for teaching and problem solving, and she knew that she could make a difference by helping others become financially empowered.
Today, Bernstein primarily works with women, helping them become empowered to live a life of financial freedom. She understands the unique challenges that women face in the financial world and uses her expertise to guide them towards success. Through her work, Bernstein aims to break down barriers and create opportunities for women to thrive in the finance industry.
In conclusion, Barbara Bernstein is a Women of Influence in the finance industry. She uses her background in education and problem solving to help clients achieve their financial goals, particularly focusing on empowering women to take control of their financial future.
