At RoundAngle Advisors, our team includes a number of financial professionals with unique backgrounds, but a shared desire to help transform people’s lives. Even though most of our clients work closely with just one advisor, they receive the benefit of multiple opinions, insight, and outlook.
Meet our team:
Jonathan Bernstein, CFP®, CPA, PFS, AIF
Jonathan is the Managing Principal of RoundAngle Advisors with an extensive background in accounting and investment management.
Chief Operating Officer & Director of Client Services
Nela is our Chief Operating Officer and Director of Client Services, overseeing all operations and administrative staff, as well as managing the day-to-day client communications.
Deirdre DeRosa, CFP®
Certified Financial Planner