Kenneth Bernstein is a co-founder and the Chief Executive Officer of Guardian Wealth Advisory. Serving clients in the financial industry for over 30 years, Ken possesses extensive insight into tax-advantaged financial plans and strategies aimed at growing and protecting income for his clients.
Throughout Ken's corporate career, he provided outside investment expertise, counsel, and analysis to major national and regional institutions pertaining to a variety of tax-advantaged financial planning strategies. His clients included: Paine Webber, Merrill Lynch, Smith Barney, Prudential, A.G. Edwards, Raymond James, and Citi-Bank.
For the past 30 years, Ken has provided investment expertise and counsel through his own organizations to businesses, individuals, retirees, and families throughout the United States. Ken is a noted national speaker on a variety of financial topics, including tax-advantaged financial and retirement income strategies.
A native of metropolitan New York area, Ken has resided in Florida for the past 30 years. He attended the University of Miami and majored in business and finance. Ken is involved in a variety of community and religious organizations. He resides in Boca Raton with his wife and two daughters.