Brandon Bernstein

Background

About Brandon Bernstein

Brandon has been a Financial Advisor for over 20 years after being an Investment Banker in Corporate, Public, and Real Estate fixed income. He helped to underwrite over $4.1 billion in securities and worked extensively with Municipalities and rating agencies. He has substantial experience with quantitative analysis of derivatives, equity and fixed income securities and focuses on independent manager Due Diligence. Brandon was named as one of Forbes Best-In-State Wealth Advisors 2020-2024 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. In addition, he was named as one of The Platinum Council by Wells Fargo Advisors for 2011-2012 and 2014-2021. • The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. This information is intended for use by residents of AZ, CA, CO, CT, DC, FL, MA, MN, MT, NC, NM, NV, OR, TN, TX, UT, VA, WA, and WY only. California Insurance License #0D24084 Resident State: CA Please contact me by e-mail (brandon.bernstein@wfadvisors.com) or by Phone 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 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social