Background
Bernstein, Phyllis J. was born on October 10, 1955 in New York City. Daughter of Stanley and Esther Bernstein.
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Phyllis J. Bernstein
Edit ProfileEducation
Bachelor of Business Administration, Hofstra University, 1977.
Career
Staff auditor promoted to senior Pantasote, Greenwich, Connecticut, 1977—1979. Senior promoted to manager, corporation auditing Radio Corporation of America (now General Electric), New York City, 1979—1985. Technical manager, personal finance planning American Institute of Certified Public Accountants, 1985—1988, senior technical manager, personal finance planning, 1988—1991, director, personal finance planning, 1991—2001.
President Phyllis Bernstein Consulting, Inc, since 2001. Editorial advisory board member Journal of Accountancy, Jersey City, since 2002. Editorial advisory board The Tax Advisor, Jersey City, since 2002.
Advisory board member Personal Finance Planning Monthly, Denver, since 2002, Fee-only Client Newsletters, Jericho, New York, since 1998. Founder American Institute of Certified Public Accountants Center for Investment Advisory Services, 1998—2000. Creator and director American Institute of Certified Public Accountants Personal Finance Specialist Designation Program, New York, New York, 1985—2001, American Institute of Certified Public Accountants Personal Finance Planning Membership Section, New York, New York, 1985—2001.
Achievements
Membership
Secretary and concours chair Jaguar Touring Club, Monclair, New Jersey, 1995—1998. Member Young Leadersip Cabinet United Jewish Appeal, New York City, 1994—2000. Board directors Jewish Federation of Central New Jersey Endowment Foundation, Scotch Plains, 1998—2002.
Chair investment committee Jewish Federation Central New Jersey, 2002. Member of American Institute of Certified Public Accountants (legislation and regulation task force personnel finance planning section 2001-2002), New York State Society of Certified Public Accountants (finance planning committee 2002), Finance Planning Organization, All-Star Finance Group (vice president 2002), Jaguar Touring Club (secretary and concours chair 2000).
Interests
Connections
Married Robert Kuchner, December 10, 1978.
