Michael Bernstein, CFP™

Financial Planning Professional

Michael joined Lionshead in 2023. At Lionshead, Michael is a financial planning professional, working directly with clients helping them achieve their financial goals. Michael has worked with financial planning firms since college and attained his Certified Financial Planner™ designation shortly after graduating. He continues to expand his expertise and impact through continuing education to assist clients in various stages of their financial lives. He is a graduate of The University of Miami, where he completed his bachelor's degrees in finance and management. In his free time, Michael enjoys skiing, reading, and spending time in nearby Central Park.