BARBARA BERNSTEIN
Wealth Management Advisor
Fortuna Wealth Management, Legacy Strategies and Insurance Solutions
Barbara Bernsteinâs role is to help people articulate their goals and connect them to the tools that are available to bring those goals to fruition. She works to establish a collaborative relationship with her clients, who know Bernstein as an advisor and an educator.
In Bernsteinâs early professional life, she worked as a news producer at KCBS Los Angeles, later transitioning to Americaâs Funniest Home Videos, where she worked her way up to being a co-producer. Though she was enjoying success in entertainment, she wanted to make a bigger impact. Already armed with a passion for teaching and problem solving, Bernstein knew she would enjoy helping others take control of their financial position. Growing up, she experienced money as a fearful topic and saw the negative impact of living without a clear financial plan. Today, she helps people, often women, become empowered to live a life of financial freedom.