Richard S. Bernstein

Richard S. Bernstein
CEO and Founder

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 35 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.