Co-Founder, Managing Member
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 a different kind of financial planning experience—one that embraced the multifaceted emotional, human elements of life planning in addition to sophisticated, analytical financial planning.
Ron became a financial advisor in 2005 after working for years as a Certified Public Accountant and CFO of a publicly-traded medical supply company. Ron then spent over 12 years as an advisor with a major financial services firm in the Chicagoland area. After over a decade of experience, Ron founded Prism Planning Partners in 2018.
Education: B.S., Accountancy and Finance, University of Arizona.
Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS™), Certified Investment Management Analyst® (CIMA®), Certified Wealth Strategist® (CWS®), Retirement Management Advisor® (RMA®)
Associations: Investments & Wealth Institute, Financial Planning Association, American Institute of CPAs, Northwestern University Kellogg Graduate School of Management Alumni Association, National Multiple Sclerosis Society