Mr. Richard W. Bernstein is the CEO and founder of Richard W. Bernstein & Associates Inc., a national leader in the healthcare and life insurance industry. For over 50 years, he has advised many of America’s wealthiest families and businesses on estate planning and healthcare needs. As a lifetime billion-dollar-plus insurance provider, he has consistently ranked among the top insurance agents in the world.
Mr. Bernstein’s professional achievements include membership in the Forum 400, Million Dollar Round Table, and Top of the Table. He received the 2011 Ultimate CEO Award from the South Florida Business Journal and is a founding member of the Forum Club. Additionally, Mr. Bernstein is a sought-after speaker for top industry, government, and think-tank organizations, including the Forum 400, where he is a lifetime member. He earned a BA in finance from the University of Miami, receiving the J. Edwin Larson Scholarship for Insurance Studies.
Mr. Bernstein has been featured as an estate planning and healthcare expert on national and local media outlets, including Fox Business News, NBC, CBS, ABC, Miami Herald, New York’s WOR News Talk Radio, the Mancow Morning Show in Chicago, America’s Radio Network, Bloomberg Radio, Newsmax Magazine, and Forbes. He has served for over a decade as a weekly guest financial columnist for Palm Beach Society Magazine.
Over the past five decades, Richard has dedicated his time and talents to many civic, business, political, and cultural groups, including the Orange Bowl Committee, the Forum Club, the Business Development Board of Palm Beach County (as a board member), the East Coast Estate Planning Council, the Economic Council of Palm Beach County, the Palm Beach Opera, the Palm Beach County Jewish Federation, the Palm Beach County Sports Commission, and the Chambers of Commerce for both Palm Beach and West Palm Beach. He is also a member of the Police & Fire Foundation for both Palm Beach and West Palm Beach. He has served many of these groups as an officer and board member.