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Richard S. Bernstein – CEO and Founder of Richard Bernstein & Associates Inc.

RICHARD BERNSTEIN 2014

Richard S. Bernstein is the CEO and Founder of Richard S. Bernstein & Associates Inc., a national leader in the health care and life insurance industry.  Since 1964, he has advised many of America’s wealthiest families and businesses.

He is a lifetime multi high net worth insurance producer and has consistently ranked amongst the top insurance agents in the world.  Some of Richard Bernstein’s professional accolades include the prestigious Top of the Table award from the Million Dollar Roundtable and the 2011 Ultimate CEO award from the South Florida Business Journal.  Bernstein also speaks to top industry, government, and think-tank organizations including the elite Forum 400, where he has qualified to be a member for the last 33 years.

In Palm Beach County, Richard has lent his time and talents to many civic, business, political and cultural groups including the Forum Club, Business Development Board of Palm Beach County, Leadership Palm Beach County, the East Coast Estate Planning Council, Palm Beach Opera, the Palm Beach County Jewish Federation, and the Palm Beach County Sports Commission. He has served many of these groups as an officer or board member. He is a member of the Mar-a-Lago Club and Trump International Golf Club.

Mr. Bernstein graduated with a B.A. in Finance from the University of Miami, earning the J. Edwin Larson Scholarship for Insurance Studies.  He has been featured as an estate planning and health care expert on national and local media outlets including FOX Business, NBC, CBS, ABC, Miami Herald, WOR New York, Newsmax Magazine, Bloomberg, FORTUNE, and serves as a weekly guest financial columnist for Palm Beach Society Magazine.

Robin Bernstein – President of Richard Bernstein & Associates Inc.

Robin

A key component of the firm for over 25 years, Mrs. Bernstein is instrumental in new business development, strategic planning, community relations and marketing. A recipient of many awards including a Congressional Award in recognition of meritorious service in the private sector and the 2005 President’s Award from the Women’s Chamber of Commerce, Mrs. Bernstein is also active in many civic organizations in and around Palm Beach County.

Mrs. Bernstein earned her Bachelor’s Degree from American University in Russian Area Studies and International Studies in 1975 and a Masters of Business Administration in Business, Economics and Strategic Planning in 1981 from George Washington University.  Mrs. Bernstein is also a licensed Broker/Associate with Fite Shavell & Associates, and she holds a Series 6 license.

Wayne G. Monek – Director of Employee Benefits

Monek

Mr. Monek has been in the insurance industry since 1970 with expertise in employee benefits.  Mr. Monek has been with Richard S. Bernstein and Associates since July 1988.  Prior to joining the firm, Mr. Monek was the Manager of the Life Department at Crown Life North American Brokerage from 1985 to 1988.  Prior to that, he was the Manager of Employee Benefits at Crown Life for South Florida, the Bahamas and Cayman Islands from 1970 to 1985. Mr. Monek attended Rider University and has a Bachelor of Science in Business Administration with a minor in Marketing.

Arthur L. Bernstein

Arthur

Arthur L. Bernstein is responsible for group business development, individual life insurance and employee benefits analysis at Richard S. Bernstein and Associates, Inc.  Mr. Bernstein has a background in marketing including assisting corporations expand their current revenues while creatively exploring additional methods to reduce insurance costs.  In addition to utilizing his communication skills to teach clients and potential clients the value of insurance, Mr. Bernstein has a unique ability of placing business leaders together for profitable relationships.  Mr. Bernstein is a 2000 graduate of the University of Miami having earned his Bachelor of Arts in Motion Picture and Theatre Production with a minor in Marketing. Mr. Bernstein is currently Executive Producer/Writer for Walt Before Mickey which will be released in 2014.  Please click on some news events pertaining to Walt Before Mickey below.

Orlando News 6, Daytona Beach News-Journal, Deadline & Hometown News

 

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