Foundation Retirement Plan Consultants, LLC

Foundation Retirement Plan Consultants, LLC (CRD# 170416) is a financial advisory firm headquartered in Valley Stream, NY. They manage $74,100,000 in 71 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $1,043,662
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Foundation Retirement Plan Consultants, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan E. Bernstein
CRD#: 4445025
280 Highway 35, Suite 105, Red Bank, NJ 07701
96
Wealthminder
score

Jonathan Bernstein (CRD# 4445025) is an Investment Advisor Representative working at Foundation Retirement Plan Consultants, LLC in Red Bank, NJ and has over 16 years of experience in the finance industry. Jonathan Bernstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel R. Larosa
CRD#: 6027891
27 E. Merrick Rd, Valley Stream, NY 11580
90
Wealthminder
score

Daniel Larosa (CRD# 6027891) is an Investment Advisor Representative working at Foundation Retirement Plan Consultants, LLC in Valley Stream, NY and has over 3 years of experience in the finance industry.

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