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The Bernstein Financial Consulting Group of Wells Fargo Advisors offers guidance and executes investment planning solutions tailored for affluent families, individuals, privately held companies, and non-profit organizations. Our dedicated team adopts a strategic and all-encompassing approach to wealth management. Employing advanced performance and risk analytics, we craft investment portfolios meticulously designed to help realize our clients' distinctive goals. Recognizing that circumstances and priorities evolve, our commitment lies in fostering highly personalized client relationships founded on trust, timely communication, and exceptional service.

Forbes 2023 Best-in-State Wealth Advisors List

Congratulations to Brandon Bernstein who has been named to the list of "Best-in-State Wealth Advisors" for the state of California by Forbes Magazine (2020-2023).*

The Forbes Best-in-State Wealth Advisors* rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Bernstein Financial Consulting Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, FL, ID, MA, MD, MN, MT, NC, NJ, NM, NV, NY, OR, SC, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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