A Tax Preparation & Financial Planning Firm

CONNECT

Address:

4749 Main St.
Bridgeport, CT 06606

Phone:

203-371-4242

Alan Bernstein

Alan Bernstein

Alan Bernstein has over 25 years experience as a salesman. He received a degree in business at the State University at Brockport. Alan  holds Series 7, 63 and 65 licenses and is an investment advisor representative of Centaurus Financial Inc.

Alan holds both CT and N.Y. life and health insurance licenses and is approved to sell both CT and N.Y. State Partnership for Long Term Care Insurance. He is well versed in areas of insurance and the financial needs of his clients. He has been with Connecticut Institute of Finance since its inception and has prepared and planned personal and corporate tax returns for more than 12 years.

He is a Certified Professional Coach.Alan is vice president of the CT Institute of Finance and Sound Coaching, Inc., helping individuals and businesses reach their next level.

Alan currently lives in Bayside, NY with his wife and two daughters.