Our Team
Co-Founder, Managing Member
Ron Bernstein
- CFP®
- CPA/PFS™
- CIMA®
- CWS®
- RMA®
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...
Co-Founder & Director Of Financial Planning
Nicole Sullivan
- CFP®
- RMA®
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...
Director Of Operations & Financial Planning
Dan Peters
- CFP®
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...
