Richard S. Bernstein

Richard S. Bernstein is an Investor/Partner and Senior Advisor in the Company. Richard is the CEO and Founder of Richard S. Bernstein & Associates Inc. (rbernstein.com), a national leader in the health care and life insurance industry. Over the last 40 years, he has advised many of America's wealthiest families and businesses, including serving as a healthcare and insurance adviser to Donald Trump and the Trump Organization.


He has consistently ranked amongst the top insurance agents in the world for over 4 decades. Some of Richard Bernstein's professional accolades include the prestigious Top of the Table award from the Million Dollar Roundtable and the elite Forum 400 (life member), where he has qualified to be a member for the last 33 years, the 2009 AAHS Five Star Diamond Award for excellence in financial services, the 2011 Ultimate CEO award from the South Florida Business Journal and the 2012 Business Leaders Top 300 Small Businesses of the South award. Bernstein also speaks to top industry, business and charitable organizations.

Mr. Bernstein has been highlighted as an estate planning and health care expert on national and local media outlets including NBC, CBS, ABC, FOX Business Network, WOR News Talk Radio in New York, Mancow Radio, the Miami Herald, the Palm Beach Post, Sun Sentinel and Newsmax Magazine among others. He serves as a weekly guest financial columnist for Palm Beach Society Magazine and is acknowledged as a Hall of Fame guest on Bloomberg Radio’s Ty J. Young Show.

Mr. Bernstein is a member of the Association for Advanced Life Underwriting, the Palm Beach County Estate Planning Council, Inc., the East Coast Estate Planning Council and the Palm Beach Tax Institute which also enable him to exchange ideas with other financial and industry experts locally, nationally and internationally.

His commitment to the community and civic involvement over the past 50 years has been just as avid. He was one of the original Board of Governors of the Palm Beach Opera and the Palm Beach County Sports Commission (25 years). Richard is currently on the Board of Directors of the Business Development Board of Palm Beach County and is a member of Leadership Palm Beach County, the Palm Beach Civic Association, Palm Beach County Cultural Council, Palm Beach Fraternal Order of Police Associates and the Jewish Federation of Palm Beach County, among others.