Gideon Bernstein

I’m Gideon Bernstein, Principal and Senior Financial Advisor at Leisure Capital Management, with more than 34 years of experience helping individuals and couples make confident, well‑informed financial decisions.

I work primarily with professionals, business owners, and families who want clarity around retirement, investments, taxes, and how their financial choices support the life they want to live. Many clients come to me feeling uncertain or overwhelmed; my role is to simplify complex decisions and provide a clear, thoughtful path forward. As a CFA charterholder and a Chartered Advisor in Philanthropy, I take a fiduciary, long‑term approach that integrates investment strategy with tax efficiency, legacy planning, and meaningful giving. Philanthropy is an important part of my practice, and I enjoy helping clients align their financial success with causes and values that matter most to them. I believe great advice should be collaborative, transparent, and never rushed. I offer a no‑pressure introductory conversation so prospective clients can gain clarity and decide if working together is the right fit.