MARC LOUIS BERNSTEIN
Medical Practice in Philadelphia, PA

Wealth Advisory Strategist at Independence Wealth Strategies, an Office of MetLife, Senior Partner at Creative Financial Group

Financial Services

Independence Wealth Strategies, an Office of MetLife since Apr 2012 - Wealth Advisory Strategist Creative Financial Group since Jul 1990 - Senior Partner Maxwell Financial Services, Ltd. Feb 1986 - Jul 1990 - President

The Ohio State University Moritz College of Law 1977 - 1980
JD, Law University of Delaware 1974 - 1977
B.A., music Plymouth Whitemarsh Senior High School 1970 - 1973
High School Ridge Park Elementary

Strategic Financial Planning, Disability Insurance, Mutual Funds, Coaching, Estate Planning, Employee Benefits, Retirement Planning, Fixed Annuities, Financial Planners, 401k, Insurance, Life Insurance, Investments, Management, Wealth Management Services, Financial Services, Wealth Management, Leadership, Succession Planning, Long-term Care, Strategy, Finance, Strategic Planning

music - co-composed film soundtrack (see www.hypnotistspassion.com)

Chartered Financial Consultant designation, Certified Life Underwriter designation, Chartered Advisor in Philanthropy, Million Dollar Round Table, Life and Qualifying Member, Court of the Table, CFG Joseph V. Naselli Mentorship Award, Financial Planner of the Year, 2003 and 2007, New England Financial Hall of Fame, 2007

Gastroenterology Fellow at Temple University Hospital

Hospital & Health Care

Temple University Hospital - Greater Philadelphia Area since Jul 2011 - Gastroenterology Fellow Montefiore Medical Center - New York Jul 2008 - Jun 2011 - Resident

Florida State University 2004 - 2008
M.D., Medicine University of Florida 1999 - 2003
B.S., Economics

Owner at Miracle Men

Consumer Services