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Richard B Bernstein, Private Wealth Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Richard B Bernstein

CRPC, CLTC®, APMA

Private Wealth Advisor

Camelot Wealth Management Partners
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 63
  • Series 2-15 State of Florida

Education

  • University of Massachusetts @ Amherst BA Major economics

Awards & recognition

  • AdvisorHub Fast Growing Advisors to Watch, 2022
  • Ameriprise Circle of Success, 2003-2021
  • Ameriprise Circle of Success Diamond Ring, 2015
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Camelot Wealth Management Partners, Ameriprise Client Experience Award, 2020-2022

Community participation

Delray Chamber of Commerce member

Interests

  • Golfing, Fishing, Sporting Events and various volunteer work.

Honored to receive recognition

All of us at Camelot Wealth Management Partners are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Camelot Wealth Management Partners team and the great experience we work so hard to provide for our clients every day.