Marcia Bernstein
Marcia Bernstein
LCSW, CLTC
Simsbury, CT
Investment Advisor Representative
Hybrid Long Term Insurance Alternative Specialist
Since 2000, Marcia has helped people integrate strategies to accumulate and preserve financial resources for lifelong income and security. With nearly 20 years of experience as a healthcare provider and rehabilitation unit administrator, she is motivated by her passion to help people optimize their quality of life.
Selected Professional Licenses/Certifications/Affiliations/Memberships:
- FINRA Registered Investment Advisor Representative (IAR)
- Licensed Insurance Agent (Life, Accident, and Health)
- Licensed Clinical Social Worker (LCSW)
- Certified in Long-Term Care Planning (CL TC)
- Long-Term Care Partnership Certified
- Member: Aging Life Care Association (formerly the National Association of Professional Geriatric Care Managers)
