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Ben Bernstein, Financial Advisor serving the San Francisco, CA area - Ameriprise Advisors

Ben Bernstein

Financial Advisor

Managing Director
Porter, Ritchie & Associates
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 3 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • Series 7

Education

  • B.A. Economics with honors, UC Davis, CA, 2001.

Awards & recognition

  • Ameriprise Circle of Success, 2016
  • Ameriprise Client Experience Award, 2020

Professional associations

  • San Francisco Chamber of Commerce

Previous experience

  • ML Stern & Co, Financial Advisor, 2001-2008
  • Southwest Securities, Financial Advisor, 2008-2015

Interests

-Traveling the world

-Spending time with my son, Zev