CONTACT INFORMATION: Andrew P. Bernstein, JD, CFP AllPointsWealth.com 919-755-3225 firstname.lastname@example.org
All Points Wealth Management
Our team is purpose-built to partner with physicians in their financial planning from residency to retirement. We specialize in building long-lasting, high trust relationships with those in the medical community. With decades of experience partnering with medical schools, residency programs, and medical societies, our team is well prepared to help guide you in your financial journey.
All Points Wealth Management Physician Financial Planning
- Financial Planning
- Disability Income Planning
- Life Insurance Planning
- Wealth Management
- Retirement Planning
- Investment Strategies
- Private Client Services
- Education Funding
- Estate Planning
About Andrew Bernstein, JD, CFP
As a wealth management advisor, Andrew develops and delivers customized financial planning solutions for medical residents and high-net-worth physician clients. He has more than 14 years of experience in the financial services sector and creates comprehensive strategies to help individuals and families accomplish their long-term financial goals.
Since founding All Points Wealth Management in 2007, Andrew has built high-trust relationships throughout the medical community. He has partnered with residency groups, alumni associations, and medical societies to help educate physicians nationwide on their unique financial planning journey. His expertise lies in building client relationships that last a lifetime.
Andrew holds a bachelor’s degree from West Virginia University and a Juris Doctorate from the West Virginia University College of Law.