Broker Check
Joan Bernstein

Joan Bernstein


For over 20 years, I have been helping clients work towards their financial goals allowing them the freedom to pursue their passions. My knowledge and experience has culminated in the development of time proven, structured, value driven approach to equity investing which strives to produce optimal results for all types of investors.


I have been helping my clients with wealth management since 1993 following my work at fortune 500 companies Citigroup, Altria and Occidental Petroleum. I maintain a Series 7, 24, 63 and 65 FINRA Registrations with LPL Financial and specialize in life, disability and long-term care insurance. I graduated with a BS in Accounting from Syracuse University’s Whitman School of Business Management.


I believe that it is very important to give back service to the community. I am very active in the following non profit and community organizations:

  • USC Marshall School Partners.
  • USC Parents Council.
  • Rotary Club of Newbury Park.
  • Chamber of Commerce- Woodland Hills, Westlake Village/ Thousand Oaks.