Our Team

Ron Bernstein, CFP®, CPA/PFS™, CIMA®, CWS®, RMA® is co-founder and managing member of Prism Planning Partners. Alongside co-founder Nicole Sullivan, they set out to establish...

Nicole Sullivan, CFP®, RMA® is co-founder and director of financial planning of Prism Planning Partners. Prior to founding Prism Planning Partners, Nicole worked as a...

Dan Peters has been in the financial services industry since 2005, serving the needs of families, professionals and business owners.  Throughout his over 13 year...