Bernstein Financial Services Employee Directory

Q: What is Bernstein Financial Services known for?

Bernstein Financial Services was founded in 1959. Bernstein Financial Services operates in the Financial Services industry.

Q: How many employees does Bernstein Financial Services have currently?

Bernstein Financial Services has approximately 13 employees.

Financial ServicesCalifornia, United States11-50 Employees

Consider us to be your financial success squad—a dedicated team of accountants, bookkeepers, tax professionals, and financial analysts working together to help you achieve your business and personal financial goals! 

If you’re the quarterback of your business, think of us as the coach, guiding you toward long-term profitability and financial success. With over 2,300 business owners and their families relying on our expertise, we know what drives success. Our clients share a common goal: financial security and a debt-free life. Let us help you get there.  

We’re passionate about helping business owners improve cash flow, increase revenue, and maximize profit margins—all while working fewer hours.  We don’t just crunch numbers; we provide actionable financial insights that fuel business growth. Our expertise goes beyond tax season—we develop year-round money-saving strategies to help you keep more of what you earn and make informed decisions with confidence. 

Call (818) 997-8622 to schedule a free consultation.

Find Bernstein Financial Services employees' phone numbers or email addresses

Bernstein Financial Services Global Highlights

North America
19

United States Of America
18
Canada
1

Europe
1

Germany
1

Bernstein Financial Services's Leadership

A. W.
Partner | Accountant
Mobile Phone
Email
R. G.
Partner | Accountant
Mobile Phone
Email
M. M.
Owner
Mobile Phone
Email
A. W.
Executive Vice President
Mobile Phone
Email
J. B.
Appointment Setter
Mobile Phone
Email
L. B.
Secretary
Mobile Phone
Email
H. G.
Mobile Phone
Email

Contact profiles from Bernstein Financial Services

Name

Title

Contact Info

Location

Last Update

A. W.
Partner | Accountant
Mobile Phone
Email
Oct 19, 2025
R. G.
Partner | Accountant
Mobile Phone
Email
Oct 15, 2025
M. M.
Owner
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
A. W.
Executive Vice President
Mobile Phone
Email
UNITED STATES
Feb 25, 2025
J. B.
Appointment Setter
Mobile Phone
Email
United StatesArizona
Oct 17, 2024
L. B.
Secretary
Mobile Phone
Email
Oct 23, 2024
H. G.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Bernstein Financial Services known for?

Bernstein Financial Services was founded in 1959 operates in the Financial Services industry. Explore Bernstein Financial Services's company overview page for more information.

What is Bernstein Financial Services's most common email format?

Bernstein Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bernstein Financial Services email formats with LeadIQ.

How many employees does Bernstein Financial Services have currently?

Bernstein Financial Services has approximately 13 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Bernstein Financial Services's key employees and leadership?

As of December 2025, Bernstein Financial Services's key employees include:

Partner | Accountant: A. W.
Partner | Accountant: R. G.
Owner: M. M.
Executive Vice President: A. W.
Appointment Setter: J. B.

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