Jeffrey  Bernfeld,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey Bernfeld, CFP®

Greenspring Wealth Management

501 Fairmount Ave, Ste 102
Towson, MD 21286
FINANCIAL ADVISOR'S WEBSITE
(443) 564-4600 CONNECT WITH Jeffrey
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General

Jeffrey Bernfeld is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Greenspring Wealth Management in Towson, MD and the surrounding communities.

Financial Advisor Overview

Jeff received an MBA from Harvard Business School and earned a BBA degree in Finance from The University of Texas. He also obtained the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards. Jeff has the privilege of providing comprehensive financial planning and wealth management services for individuals and families.

Jeff joined Greenspring as a Senior Financial Advisor after a successful career as a business executive in companies including McKinsey & Company and General Mills. At age 14, Jeff began managing his mother’s retirement investment accounts. Ever since then, he has continued to be passionate about helping to improve the financial lives of others. Jeff is most interested in providing clear, unbiased advice where the sole objective is to serve the client.

Jeff is on the firm’s Financial Planning Committee, where he has become an influential thinker on topics such as retirement planning, tax minimization, and social security optimization. Due to some of his recent work, Jeff has been quoted in several publications, including Financial Times’s FundFire and The Daily Record.

Jeff is active in philanthropic efforts and is currently on the Advisory Board of Alternative Directions, a local non-profit organization. Jeff, his wife Erica, and their son Jake reside in Towson, Maryland and have recently been enjoying their new bicycles on the many trails in the area.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Investment Management, Corporate Finance, Estate Planning, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Identity Theft, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes

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Helpful Financial Planning Resources