Robert Bernstein is the firm's Founder and Managing Director. He is responsible for all the day-to-day operations of LifeSet Advisors. In that capacity, he places particular emphasis on servicing client needs through continual enhancements to the firm’s technology and staff capabilities. In addition, Robert spends considerable time developing new funding relationships which provide greater financial opportunities for LifeSet’s institutional and individual clients.
Robert began his financial services career at Chemical Bank, New York, in 1980. He has held senior sales positions with AIG/SunAmerica, Travelers Life & Annuity and Pacific Life Insurance Company, where he was a 4-time Sales Achievement Award Winner. Since 2004, he has specialized in life settlement transactions. Prior to founding LifeSet, he was a Regional Director for Peachtree Life Settlements from 2004-2006, where he produced and still holds exclusive title to a proprietary Continuing Education course for Life Settlements. Robert is a 1979 graduate of Cornell University and earned his Certified Financial Planning designation (CFP) in 1985.
DISCLAIMER: This site is not an offer by LifeSet Advisors, LLC to buy or sell any life insurance policy or any interest therein, nor any investment or security. LifeSet Advisors, LLC does not provide tax advice or investment advice or advocate the purchase or sale of any life insurance policy, security or investment.